Extensive experience within the sectorDrive strategic growth of wealth management in a dynamic, fast-paced environmentAbout Our ClientOur client is a leading global player in asset management, wealth management and investment banking, serving individuals, corporates and institutions.Job DescriptionReporting to the executive team, your responsibility as Wealth Management Director includes, but isn't limited to:Manage and support a portfolio of high value customersAct as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventualityConduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clientsMaintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issuesThe Successful ApplicantDemonstrate success in sales/fund-raising with proven resultsHave a strong understanding of the Italian business environment and existing networks in the financial sectorDisplay excellent analytic, strategic thinking, and communication skillsWhat's on OfferCompetitive base salary, bonus, potential for long-term incentive (LTI)ContactIleana ScalaQuote job refJN-102024-6560458Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationItalyContract typePermanentConsultant nameIleana ScalaJob referenceJN-102024-6560458About Page ExecutivePage Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company.
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