Senior Wealth Advisor

TwinThread 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...

TwinThread 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...

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

OverviewWe 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...

A digital wealth management firm based in Milan is seeking an Investment Consultant to join their Advisory team.Verifichi qui sotto se possiede i requisiti per questa opportunità e, in tal caso, invii la sua candidatura il prima possibile.This role involves engaging with retail clients through various remote channels to support their investment...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente le informazioni contenute in questo annuncio di lavoro per comprendere esattamente cosa ci si aspetta dai potenziali candidati.We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy.This is a unique opportunity to...

OverviewWe 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...

Una società di consulenza nel settore bancario è alla ricerca di un/una Financial Advisors & Wealth Growth Manager per Milano.Tutti i candidati sono invitati a leggere attentamente la seguente descrizione del lavoro e le relative informazioni prima di candidarsi.La figura sarà responsabile della gestione del reclutamento e dello sviluppo della rete dei...

UniCredit cerca un Wealth Customer Manager per rafforzare il team Wealth Management. Il ruolo supporta i Banker nelle attività amministrative e operative della clientela di alto profilo, garantendo qualità e raggiungimento degli obiettivi economici, commerciali e di customer satisfaction.La figura svolge attività di consulenza per investimenti, protezione...