Client Advisor, Italy, Vice President
3 settimane fa
This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job summary:
As a Client Advisor in . Morgan's Private Banking business, you would contribute to the growth of the business through deepening and retention via a broad knowledge of investments, banking, lending and financial planning. The Advisor will communicate market strategy, investment knowledge to clients and will consult with clients to determine their portfolio objectives and long term asset allocations. The investment universe includes Fixed Income, Equities, Alternatives and global Multi-Asset mandates. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from deepening existing client base and new client acquisition Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to . Morgan Risk and Control Management policies, regulatory guidelines and security measure Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Conduct investment reviews with clients to validate investment objectives, prepare recommendations and ensure that proposed solutions fulfil clients' needs and objectives through a holistic goals based planning approachRequired qualifications, capabilities, and skills
Several years’ experience in Private Banking working with high and ultra-high net worth Italian individuals including family owned businesses and entrepreneurs, executives, single family offices and endowments or related fields within financial services Strong network and reputation within the Italian private client sphere Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Experience or demonstrated understanding of investments, credit, banking and wealth advisory concepts including, but not limited to asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds and Private Equity Achievement oriented, focused on exceeding business goals with sufficient attention to detail Fluent in English and Italian Asset allocation / multi asset class portfolio or sales experience is preferable. Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship Demonstrate strong organizational skills and apply a disciplined and organized approach throughout their business, ability to multi-task and manage priorities effectively Strong relationship management, presentation and interpersonal skills, show strong motivation and positive attitude-
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