Wealth Management Director

6 giorni fa


Bardi, Emilia-Romagna, Italia Michael Page International A tempo pieno

We are seeking a highly skilled and experienced Wealth Management Director to join our team at Michael Page International. As a key member of our executive team, you will be responsible for managing and supporting a portfolio of high-value customers, providing holistic financial advice, and delivering a consistent and tailored wealth management and financial planning service.

Key Responsibilities:

  • Manage and support a portfolio of high-value customers
  • Act as a trusted adviser to our new and existing customers, providing financial advice and supporting them through key life events
  • Conduct in-depth reviews to identify personal and financial needs of customers and deliver a tailored wealth management and financial planning service
  • Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues

Requirements:

  • Strong understanding of the Italian business environment
  • Strong HNWI and UHNWI client portfolio


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