Wealth Management Director - Hnwi And Uhnwi Segment Lazio

Wealth Management Director - Hnwi And Uhnwi Segment
Roma
Lazio, Lazio

Wealth Management Director - HNWI and UHNWI Segment About Our Client: Our client is a leading global player in asset management, wealth management, and investment banking, serving individuals, corporates, and institutions. Job Description: Reporting to the executive team, your responsibility as Wealth Management Director includes, but isn't limited to: Manage and support a portfolio of high-value customers. Act 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 the future, saving for a new home, planning for retirement, or protecting their family. Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service. Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues. The Successful Applicant: Demonstrate success in sales/fund-raising with proven results. Have a strong understanding of the Italian business environment and existing networks in the financial sector. Display excellent analytical, strategic thinking, and communication skills. What's on Offer: Competitive base salary, bonus, potential for long-term incentive (LTI). Contact: Ileana Scala Job Reference: JN-102024-6560458 About Page Executive: Page Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive. J-18808-Ljbffr