Private Client Advisor
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A. opera nel settore assicurativo e finanziario. La società è leader nelle assicurazioni, si distingue per l'attenzione alle necessità dei clienti, garantendo soluzioni personalizzate e un supporto professionale nell'ambito finanziario e assicurativo. Entrare in Alleanza Assicurazioni significa far parte di un ambiente dinamico incentrato sull'eccellenza e l'innovazione. Siamo alla ricerca di un Private Advisor motivato ed ambizioso, interessato a sviluppare un'attività consulenziale in questo settore. collaborazione con Partita IVA in regime forfettario autonomia nella gestione dei clienti e del portafoglio assegnato libertà di organizzazione dell'orario di lavoro sistema provvigionale altamente competitivo possibilità di guadagni molto elevati, commisurati ai risultati percorso di formazione e affiancamento professionale concrete opportunità di crescita personale e professionale Cosa cerchiamo: spirito imprenditoriale ottime capacità relazionali e comunicative orientamento agli obiettivi interesse per il settore assicurativo e finanziario preferibile esperienza commerciale (non obbligatoria) Certificazione OCF (non obbligatoria) Il Private Advisor si occuperà di: analisi delle esigenze assicurative e finanziarie dei clienti consulenza personalizzata sviluppo e gestione di un portafoglio clienti pianificazione di soluzioni su misura Se desideri costruire un'attività autonoma con ampie possibilità di crescita economica in una realtà leader del settore presente capillarmente in tutta Italia, questa è l'opportunità giusta per te.
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Private Client Advisor
2 giorni fa
Milano, Lombardia, Italia ALLEANZA ASSICURAZIONI S.P.A. Tempo pienoAlleanza Assicurazioni S.p.A. opera nel settore assicurativo e finanziario. La società è leader nelle assicurazioni, si distingue per l'attenzione alle necessità dei clienti, garantendo soluzioni personalizzate e un supporto professionale nell'ambito finanziario e assicurativo. Entrare in Alleanza Assicurazioni significa far parte di un ambiente dinamico...
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Private Client Advisor – Milan, Italy
1 giorno fa
Milano, Lombardia, Italia Prestige IFA Jobs Tempo pienoph3Company Overview /h3pOur client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next-generation platform business. With offices in London, Dubai,...
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Senior Private Wealth Client Advisor
1 giorno fa
Milano, Lombardia, Italia Aumni Tempo pienoTwinThread is looking for a Vice President, Client Advisor to lead new client acquisition and manage existing client relationships in Milano, Italy. You will generate business results while advising clients on comprehensive wealth management solutions.The ideal candidate has significant experience in private banking, strong negotiation skills, and the...
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VP, Private Wealth Client Advisor — Growth
3 giorni fa
Milano, Lombardia, Italia JPMorgan Chase & Co. Tempo pieno 90.000 € - 130.000 € ContrattoJPMorgan Chase & Co. in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention through expert knowledge of investments, banking, trust services and financial planning.You will manage relationships with ultra high net worth clients, deliver holistic wealth solutions, and collaborate with internal specialists to provide...
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Milano, Lombardia, Italia Aumni Tempo pienoAs a Vice President, Client Advisor in Italy you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Client Advisors are self-starters...
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milano, lombardia, Italia JPMorgan Chase & Co. Tempo pieno 130 € ContrattoAs a Vice President, Client Advisor in Italy you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Client Advisors are self-starters...
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Senior Client Advisor
3 giorni fa
Milano, Lombardia, Italia Mynameis Tempo pienoRole & Company An established luxury fashion brand is looking for a Senior Client Advisor – VIC & Private Clients to join its flagship boutique in Milan. The role focuses on managing and developing relationships with Very Important Clients (VICs) and private clients, delivering an exclusive, personalized shopping experience. The successful candidate will...
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Private Wealth Advisor
1 giorno fa
Milano, Lombardia, Italia Moneyfarm Tempo pienoOverviewWe are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and...
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Senior Luxury Client Advisor – VIC
3 giorni fa
Milano, Lombardia, Italia Mynameis Tempo pienoMynameis in Milan's flagship boutique is seeking a Senior Client Advisor – VIC & Private Clients to cultivate relationships with Very Important Clients and private customers, delivering an exclusive, personalized shopping experience. You will grow a high-value client portfolio, attract new clients, and drive sales through proactive clienteling, private...
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Private Bank Advisor Summer Internship
3 giorni fa
Milano, Lombardia, Italia Aumni Tempo pieno 8.900 € - 13.000 € ContrattoJPMorgan Chase's Private Bank seeks an Advisor Summer Intern in the Global Private Bank. You will gain mentorship from senior executives and work on projects that engage your skills while helping clients align solutions with their wealth goals.During the nine-week program, you'll join a collaborative team, develop client relationships, and explore a range of...
