Executive Wealth Strategist
20 ore fa
A leading global player in asset management, wealth management, and investment banking seeks a seasoned professional to join their executive team as an Executive Wealth Strategist.
About the Role:
The successful candidate will be responsible for managing a high-value portfolio of customers, providing holistic financial advice, and delivering tailored wealth management services. Key responsibilities include:
- Managing and supporting a portfolio of high-value customers.
- Acting as a trusted adviser, providing personalized financial guidance, and supporting clients through key life events.
- Conducting in-depth reviews to identify personal and financial needs, and delivering a consistent wealth management service.
- Maintaining risk management monitoring for investment, regulatory, and compliance purposes.
About You:
To succeed in this role, you will require:
- Demonstrated success in sales/fund-raising with proven results.
- A strong understanding of the Italian business environment and existing networks in the financial sector.
- Excellent analytic, strategic thinking, and communication skills.
What We Offer:
This is an exceptional opportunity to join a leading global player in the financial industry. The package includes a competitive base salary, bonus, and potential for long-term incentive (LTI).
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