Wealth Manager - Hnwi And Uhnwi

We are looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients.

Reporting to the executive team, your responsibility as Wealth Management Director includes, but isn't limited to:
Manage and support a portfolio of high value customers.
Act 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 eventuality.
Conduct 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 clients.
Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues.
Categoria: Financial Services
Luogo di lavoro: Lombardia
Requisiti: Have a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.

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