Private Wealth Investor Success Specialist

OverviewA financial services company in Milan is seeking a Customer Success Specialist focused on ensuring an exceptional investor experience for ultra-high-net-worth clients.The successful candidate will handle inquiries, monitor capital operations, and collaborate across teams to enhance investor support.We are committed to diversity and provide equal...

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 technology,...

Risorse Professional, realtà specializzata nella Ricerca e Selezione di profili di middle e top management, per prestigiosa banca indipendente con focus su wealth e asset management, con presenza internazionale e una tradizione consolidata di eccellenza nella consulenza patrimoniale, ricerca una figura di:Il/La professionista avrà la responsabilità...

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...

A global wealth management firm is seeking a Private Banker Assistant for a 6-month contract in Rome.The role involves supporting Private Bankers with various administrative duties related to client accounts, managing documentation, and ensuring compliance with regulations.The ideal candidate is fluent in English, possesses strong communication skills, and...

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...

A 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...

Un gruppo bancario paneuropeo ricerca un Wealth Planner con 5-10 anni di esperienza nella consulenza ai grandi patrimoni privati.Offriamo un contratto a tempo indeterminato, un pacchetto retributivo competitivo e strumenti innovativi per un servizio di eccellenza.Vantaggi includono assicurazione sanitaria, un regime pensionistico completo, e supporto per...

Business Development Manager – Private Wealth (Remote – Italian Market)HI Partnersis 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...

BNL BNP Paribas – Private Banking & Wealth Management – Private Credits – Specialista Crediti StageSei una persona motivata e desiderosa di intraprendere un percorso di crescita in un ambiente dinamico? BNL BNP Paribas è alla ricerca di talenti come te!Chi cerchiamo?Il candidato/a ideale:È un/una giovane laureato/a o laureando/a con un brillante...