Client Advisor

Job description

Your role

We are looking for a Client Advisor for Italian high net worth and private clients who:

• builds, establishes and grows relationships with customers and potential customers as part of international risk management for the Italian market
• provides clients with trusted advice, in collaboration with colleagues from the investment products and solutions teams
• Developed a plan to develop the client book with measurable results, in compliance with all Italian rules and regulations
• Accurate and up-to-date records of clients' investor profiles are kept by
• Has a strategic view of clients' investments and closely monitors the quality of their portfolio
• Comply with all regulations, policies and standards to be consistent with our risk management culture

Requirements

• Proven experience in relationship management
• Firm understanding of the Italian financial market
• Ability to build a strong customer network
• Resilient team player with a strong sense of service
• Aptitude for digitalization and technology
• Very good communication skills in Italian

We offer

• Flexible working models if the role allows, including part-time, job-sharing and hybrid models (office and home office)
• A purpose-driven culture and global infrastructure that enables us to collaborate with agility and meet all business needs
• Opportunities for personal and professional development