Relationship Manager

Your role

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
• We define advisory 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
• a proven track record of success in finding solutions
• excellent ability to build 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 offer comprehensive support and development opportunities to help you grow your skills and advance your career. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work more efficiently and effectively. We 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.