Senior Portfolio Architect For Uhnw Wealth

An established financial services firm seeks a Portfolio Manager in Naples, Italy, to manage and oversee client portfolios and investment strategies. The ideal candidate will have 10-15 years of experience with high net worth clients and a strong understanding of fiduciary and financial products. This role offers an opportunity to contribute significantly to...

-Northern Trust Naples, United States Posted 1 hour ago Permanent Competitive **Job Summary**: **Manages a full book of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with wealth profiles between $5 - $50 million. Operates within the framework of our Goals Driven...

Overview The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Responsibilities Oversee completion of investment policy statement. Act as a technical / industry expert in managing complex individual and...

A financial services firm in Casalnuovo di Napoli is looking for a Principal Wealth Advisor to enhance client relationships and develop customized wealth planning strategies. The ideal candidate should have a Bachelor's degree, Series 65, and relevant designations with 7-10+ years of experience. Responsibilities include onboarding new clients, collaborating...

OverviewThe Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.ResponsibilitiesOversee completion of investment policy statement.Act as a technical / industry expert in managing complex individual and...

DescriptionThe Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.Oversee completion of investment policy statement.Act as a technical / industry expert in managing complex individual and family client...

Position SummaryThe Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...

Position Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...

A leading professional services firm in Campania is seeking a Tax Senior Manager to provide expert tax services to ultra-high net worth clients. The ideal candidate will have over 8 years of public accounting experience, a strong background in private client taxation, and exceptional communication skills. This role offers a competitive salary and the...

A premier senior living community in Campania is seeking a Director of Sales to lead their sales initiatives. The successful candidate will be responsible for exceeding sales standards, building relationships with referral sources, and managing the sales budget. Candidates should have a background in senior living, a degree or equivalent experience, and...