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Financial Director for High-Net-Worth Individuals

2 mesi fa

Bardi, Emilia-Romagna, Italia Page Executive A tempo pieno

About Our Client

Page Executive is a global leader in asset management, wealth management, and investment banking, serving individuals, corporates, and institutions.

Job Description:

As a Financial Director for High-Net-Worth Individuals, you will be responsible for managing and supporting a portfolio of high-value customers. You will act as a trusted adviser to our new and existing clients, providing holistic financial advice and supporting them through key life events such as investing for the future, saving for a new home, planning for retirement, or protecting their family for every eventuality.

You will conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clients.

Your responsibilities will also include maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues.

The Successful Applicant:

To be successful in this role, you should have a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.

What's on Offer:

We estimate the salary for this position to be around €150,000 - €250,000 per annum, based on industry standards and the company's size and location.

This role offers a unique opportunity to work with high-net-worth individuals and families, providing expert financial guidance and support to help them achieve their goals.