Market Wealth Management Lead — Digital Client Experience

A leading financial institution is seeking a Market Client Relationship Manager to oversee service delivery and wealth management strategies in Campania, Italy. The ideal candidate will have 5+ years of experience and relevant licenses, manage a team effectively, and ensure exemplary client service. Responsibilities include leading the client experience,...

Description : This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors,...

DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

DescriptionThis job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team.The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively.Responsibilities include handling client requests, maintaining data integrity, and ensuring...

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and...

A leading financial institution in Italy is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The ideal candidate will work with affluent clients, manage onboarding processes, and ensure exceptional client service. Candidates must hold Series 7 & 66 licenses and have at least 2 years of...

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and...

A leading financial institution in Italy seeks a seasoned professional for client acquisition and wealth management. The role involves driving business development, managing client relationships, and ensuring a high-quality client experience. Candidates should have over 12 years in the private banking sector or relevant experience, along with necessary...