Uhnw Investor Success Specialist

A financial services company in Milan is seeking a Customer Success Specialist to ensure an exceptional investor experience for ultra-high-net-worth clients. You will handle inquiries and monitor capital operations while collaborating with teams to enhance support. Ideal candidates will have a Master's degree in finance or economics and 2-5 years of relevant...

Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional‑grade investment sourcing with personalized portfolio construction, cutting‑edge...

Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional‑grade investment sourcing with personalized portfolio construction, cutting‑edge...

About the roleWe're growing fast and looking for a motivated, curious person who wants to learn, contribute, and grow with us.As a Customer Success Specialist at Flottando, you'll work closely with our Customer Success Lead to support customers, improve internal processes, and help ensure our users are successful with our product.This is a hands-on role for...

A thriving tech startup in Italy seeks a Customer Success Specialist to manage customer success post-onboarding. The role involves guiding clients through adoption, ensuring engagement, and leveraging data for performance insights. Ideal candidates are fluent in Italian and English, have an eCommerce or B2B SaaS background, and demonstrate a...

TextYess builds AI agents for eCommerce.For thousands of years, commerce was human. Merchants knew their customers, understood their needs, and built trust through real conversations. Then came the internet, and we traded humanity for scale. Shopping became efficient but soulless: endless product grids, generic descriptions, no one to guide you.TextYess is...

A fast‑growing global sustainable energy business operating in 20 countries and backed by a leading private equity investor seeks a OneStream Specialist.Following the implementation covering Consolidation, FP&A, Treasury and more, the company is now entering an optimisation and enhancement phase. As the OneStream Specialist, you will play a central role in...

24 MAX è un'azienda dinamica e in forte crescita nel settore della mediazione creditizia, parte del prestigioso gruppo REMAX Italia, leader nel mercato immobiliare. I Credit Specialist saranno inseriti nelle agenzie REMAX, dove potrai avere uno spazio tutto tuo per crescere, fare la differenza e raggiungere il successo!Cosa cerchiamo in te:Attitudine...

24 MAX è un'azienda dinamica e in forte crescita nel settore della mediazione creditizia, parte del prestigioso gruppo REMAX Italia, leader nel mercato immobiliare. I Credit Specialist saranno inseriti nelle agenzie REMAX, dove potrai avere uno spazio tutto tuo per crescere, fare la differenza e raggiungere il successo!Cosa cerchiamo in te:Attitudine...

24MAX è un'azienda dinamica e in forte crescita nel settore della mediazione creditizia, parte del prestigioso gruppo REMAX Italia, leader nel mercato immobiliare. I Credit Specialist saranno inseriti nelle agenzie REMAX, dove potrai avere uno spazio tutto tuo per crescere, fare la differenza e raggiungere il successo!Cosa cerchiamo in te:Attitudine...