Salva Back to Search Offerta Riepilogo Opportunità di carriera Pubblicato il 22/10/2024HNWI & UHNWI networkExtensive experience as Wealth ManagerAziendaOur client is a leading global player in asset management, wealth management and investment banking, serving individuals, corporates and institutions.OffertaReporting to the executive team, your responsibility as Wealth Management Director includes, but isn't limited to:Manage and support a portfolio of high value customersAct as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventualityConduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clientsMaintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issuesCompetenze ed esperienzaHave a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.Completa l'offertato be defined based on the experience and client portfolioConsulenteIleana ScalaJob refJN-102024-6570286RiepilogoSettoreBanking & Financial ServicesSettore/RuoloPortfolio / Fund / Asset ManagerCategoriaFinancial ServicesLuogo di lavoroLombardiaTipo di contrattoIndeterminatoNome del consulenteIleana ScalaNumero dell´offertaJN-102024-6570286FlessibilitàSmart Working/Ibrido
