Relationship Manager - HNWI

Your role

As a Relationship Manager, you are responsible for developing and maintaining 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, to proactively identify investment opportunities within their own network
• Supporting client advisors to help grow our business
• the ability to close a deal

Your team

You will work on the UHNWI team in Italy, helping our clients plan and manage their wealth and driving the growth of our clients' assets. As a Relationship Manager, you will also support our clients' personal development.

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 networking and relationship-building skills
• Resilience and Flexibility as a Team Player
• Excellent organizational and planning skills
• Excellent communication and presentation skills
• Proficiency in Italian and/or English

We offer

We offer a challenging and supportive environment where you can use your skills and experience to assist our customers and grow our business. We are an inclusive employer that values the diversity and individual skills and experiences of our employees. We offer flexible working conditions, opportunities for personal development, and a supportive team environment.