Founding Private Wealth RM for International Families

4 giorni fa

Milan, Lombardy, Italia Yestella Academy Tempo pieno

Yestella Academy in Italy seeks a founding Relationship Manager for Private Wealth serving international families. You will manage onboarding, reviews, and ongoing relationship activities within a compliance-conscious framework.
You will coordinate with licensed partners for investment advice, work with investment and compliance teams, and help shape the client journey and review processes within the Yestella Academy.