Relationship Manager Milano

Relationship Manager
Milano
Lombardia, Milano

Relationship Manager – Multi-Family Office Location: Milan, Italy Employment Type: Full-Time Role Overview We are excited to announce the launch of our new multi-family office in Milan, dedicated to providing bespoke wealth management, investment advisory, and legacy planning services to high-net-worth families.

We are seeking an experienced Relationship Manager to join our team and play a pivotal role in building and nurturing client relationships while contributing to the strategic growth of our Milan office.

This position requires a seasoned professional with a proven track record in client management, strong managerial skills, and a deep understanding of the wealth management landscape.

Key Responsibilities • Develop and maintain long-term, trust-based relationships with high-net-worth clients and their families, acting as their primary point of contact.

• Assess clients' financial goals, risk profiles, and personal priorities to deliver tailored wealth management solutions in collaboration with internal specialists.

• Lead and oversee a small team of support staff, ensuring seamless service delivery and alignment with the firm's standards of excellence.

• Identify business development opportunities, leveraging networks to attract new clients and expand the office's presence in the Italian market.

• Coordinate with investment advisors, tax specialists, and legal teams to provide holistic, multi-disciplinary advice to clients.

• Monitor client portfolios, providing regular updates and strategic recommendations to optimize performance and satisfaction.

• Represent the firm at industry events, conferences, and client meetings to enhance brand visibility in Milan and beyond.

• Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and confidentiality.

Qualifications and Skills • Minimum of 5 years of experience in wealth management, private banking, or a related field, with a network of single family offices.

• Demonstrated managerial skills, with experience leading teams and driving performance in a client-facing environment.

• Strong understanding of financial products, investment strategies, and estate planning, ideally with knowledge of the Italian market.

• Exceptional communication and interpersonal skills, with the ability to build rapport with discerning clients and manage complex family dynamics.

• Fluency in Italian and English (written and spoken); additional languages (e. g. , French or German) are a plus.

• Proven ability to work independently, manage multiple priorities, and thrive in a fast-paced, entrepreneurial setting.

• A robust network of contacts in Milan or Northern Italy's affluent community is highly desirable.

• Relevant professional qualifications (e. g. , CFA, CFP, or equivalent) are an advantage.

• Bachelor's degree in finance, business, economics, or a related discipline; advanced degrees or certifications preferred.

Why Join Us?

This is a unique opportunity to shape the success of a new multi-family office in one of Europe's financial hubs.

You'll work with a dynamic, international team committed to excellence, innovation, and personalized service, with competitive compensation and growth potential reflective of Milan's vibrant market.