Relationship Manager - HNWI

Your role

As a Relationship Manager, you will develop and maintain trusting customer partnerships with a focus on strategic consulting. Your responsibilities include:

• Developing and maintaining an effective strategy for managing and growing a customer base
• Defining advisory processes and agreements that best meet our clients' needs, in collaboration with the Client Advisor

You will work on the UHNWI Italy team and help our clients plan and manage their assets, grow their wealth, and promote personalized solutions within their own client base.

Your expertise

For this role, you will need:

• practical experience in wealth management
• Knowledge of financial products and services
• a proven track record of success in finding solutions
• Excellent skills in networking and building relationships
• A resilient team player with a strong focus on service
• Very organized, with excellent planning and organizational skills
• Excellent communication skills, with great presentation skills
• Fluency in Italian and/or German

We offer

We offer you:

• a supportive team environment
• New challenges
• Opportunities for further development
• flexible working conditions, if possible

We are an inclusive employer and promote diversity within our team. We are also committed to including people with disabilities and offer support and accommodations during the application process.