Relationship Manager

Your role

Are you a people person? Can you support Client Advisors in growing our business? Are you a natural networker who enjoys talking to potential clients? Do you have a strong track record in consulting and sales? Can you close a deal? We are looking for a Relationship Manager who: *

• develops and maintains trusted client partnerships, with a primary focus on strategic consulting
• developed an effective strategy for managing and growing a client portfolio
• defined advisory-related processes and agreements that best meet our clients’ needs, in collaboration with the Client Advisor
• helps the Client Advisor identify potential business opportunities within their own client portfolio
• ensures that clients are managed in a way that contributes to an effective risk culture within the team
• builds long-term, mutually beneficial relationships with customers and
• has been continuously expanding his network

Your expertise

*

• practical experience in wealth management
• Knowledge of financial products
• Proven track record in finding solutions
• great at building networks and connections
• A resilient team player with a strong commitment to customer service
• extremely organized, with excellent planning
• an excellent communicator with great interpersonal skills
• fluent in Italian

We offer

We know that great work is never done alone. That’s why we prioritize collaboration. We recognize that it is our people—with their diverse skills, experiences, and backgrounds—who drive our continued success. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible work options whenever possible. Our inclusive culture brings out the best in our employees, wherever they are on their career paths. We use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.