International Private Bank, Client Advisor, Italy, Vice President
On-site · Milan, Lombardy, Italy
Job Summary
International Private Bank, Client Advisor in Milan, Italy (Vice President) leads new client acquisition and retention with a holistic wealth-management approach. You advise on balance sheets including asset allocation, investment management, wealth planning, credit and banking needs; collaborate with internal specialists to deliver interdisciplinary expertise; ensure solutions meet clients’ short- to long-term objectives while adhering to risk and regulatory policies; partner with other Client Advisors to maximize team strength and achieve goals.
Required Qualifications
- Significant experience in Private Banking working with ultra high net worth individuals or related fields within financial services
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong reputation with an established network
- Asset allocation / multi asset class portfolio or sales experience is favorable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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