Wealth Manager - Hnwi And Uhnwi Bardi

Wealth Manager - Hnwi And Uhnwi
Bardi
Emilia Romagna, Bardi

Azienda

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

Descrizione Lavoro 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 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. Competenze ed esperienza Have a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.

Completa l'offerta To be defined based on the experience and client portfolio.

#J-18808-Ljbffr