Wealth Manager - Hnwi And Uhnwi Bardi

Wealth Manager - Hnwi And Uhnwi
Bardi
Emilia Romagna, Bardi

Wealth Manager - HNWI and UHNWIWe are looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients.

Our client is a leading global player in asset management, wealth management, and investment banking, serving individuals, corporates, and institutions.

Description 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 your future, saving for a new home, planning for retirement, or protecting their family for every eventuality. Conduct 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 clients. Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues. Profile Have a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.

Job Offer To be defined based on the experience and client portfolio.

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