Senior Private Client Advisor, Wealth Solutions Leader
20 ore fa
A leading financial institution in Italy is seeking a seasoned professional for client acquisition and wealth management. You will drive business development, manage client relationships, and ensure a high-quality client experience. The ideal candidate should have over 12 years of experience in the private banking sector and necessary licenses. This role emphasizes interpersonal skills and a client-centric approach, working collaboratively across teams to meet diverse client needs.#J-18808-Ljbffr
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Roma, Italia Bank of America A tempo pienoA leading financial institution in Italy is seeking a seasoned professional for client acquisition and wealth management. You will drive business development, manage client relationships, and ensure a high-quality client experience. The ideal candidate should have over 12 years of experience in the private banking sector and necessary licenses. This role...
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Client Advisor Assistant
4 settimane fa
masera di padova, Italia adecco A tempo pienoAdecco Credit & Banking is hiring for an international bank, aClient Advisor Assistant - Wealth Management The Team:You'll be working in the Middle Office team in Padua. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through...
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diegaro di cesena, Italia NETtoWORK A tempo pienoNETtoWORK ricerca CONSULENTI ASSICURATIVI WEALTH ADVISOR per azienda in tutta Italia. CONSULENTI ASSICURATIVI WEALTH ADVISOR, I CONSULENTI DEL FUTURO! DESTINATA A : PROFESSIONISTI DEL SETTORE ASSICURATIVO CON ALMENO 2 ANNI DI ESPERIENZA NEL SETTORE OBBLIGATORIA ISCRIZIONE AL RUI Il settore assicurativo tradizionale ti spinge a raggiungere obiettivi di...
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Casalnuovo di Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...
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Senior Wealth Advisor for High-Net-Worth Clients
2 settimane fa
Casalnuovo di Napoli, Italia Altro A tempo pienoA leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients. The position involves business development and delivering comprehensive financial planning. Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation. Strong client focus,...
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Co-founder / strategic investor
4 settimane fa
Roma, Italia Valarys Digital Wealth A tempo pienoValarys Digital Wealth è una boutique indipendente di digital wealth advisory focalizzata su: • Bitcoin & digital assets • Crypto-portfolio management • Tokenizzazione & nuove architetture patrimoniali • HNWI, imprenditori e family office “next-gen” Un Partner / Co-Founder Investor con: • interesse reale per finanza, crypto, digital assets e...
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Remote Private Wealth Growth Manager
19 ore fa
Giuliano di Roma, Italia HI Partners A tempo pienoA globally recognized investment firm is seeking a Business Development Manager focused on acquiring high-net-worth clients in Italy. This entrepreneurial role offers flexibility, allowing you to manage your own schedule and acquisition strategy without cold calling. Suitable candidates will have over 5 years in sales or business development, be fluent in...
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Co-Founder / Strategic Investor
3 settimane fa
Roma, Italia Valarys Digital Wealth A tempo pienoTicket minimo : €50.000 Valarys Digital Wealth è una boutique indipendente di digital wealth advisory focalizzata su : Bitcoin & digital assets Crypto-portfolio management Tokenizzazione & nuove architetture patrimoniali HNWI, imprenditori e family office "next-gen" Siamo nella fase di strutturazione e accelerazione del progetto e cerchiamo un socio...
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Co-Founder / Strategic Investor
3 settimane fa
Roma, Italia Valarys Digital Wealth A tempo pienoTicket minimo : €50.000 Valarys Digital Wealth è una boutique indipendente di digital wealth advisory focalizzata su : - Bitcoin & digital assets - Crypto-portfolio management - Tokenizzazione & nuove architetture patrimoniali - HNWI, imprenditori e family office "next-gen" Siamo nella fase di strutturazione e accelerazione del progetto e cerchiamo un...
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Business Development Manager
19 ore fa
Giuliano di Roma, Italia HI Partners A tempo pienoBusiness Development Manager – Private Wealth (Remote – Italian Market)HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy.Fluency in Italian and English is required.THE ROLEIn this entrepreneurial role, your focus will be on...