Founding Private Wealth RM for International Families
2 giorni fa
milan, lombardy, Italia
Yestella Academy
Tempo pieno
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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.
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.