For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

Job Summary

As a Client Advisor, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning for the Italian and International markets. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities

Drive business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededUnderstand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needsEnsure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approachStrictly adhere to all risk and control policies, regulatory guidelines and security measurePartner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

 

Required Qualifications, Capabilities and Skills

Experience in Private Banking working with high net worth individuals, family owned businesses and entrepreneurs, executives, single family offices and endowments, or related fields within financial servicesPrevious business development experience with knowledge in profiling, negotiation and asking for referrals proactivelyDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience 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 opportunitiesStrong reputation with an established networkFluent in Italian and English languages

Preferred Qualifications, Capabilities and Skills

Asset allocation / multi asset class portfolio or sales experience is favorableChartered Financial Analyst (CFA) is a plusAbility to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship