In this role, you will support a team of bankers, investment specialists, wealth advisors, and lending professionals to attract and serve high-net-worth clients. You will deliver tailored wealth-management solutions that protect, manage, and grow client assets, working across teams to provide first-class service. You’ll translate client needs into actionable plans while navigating complex, cross-functional processes. This is an opportunity to develop client relationships and contribute to a client-centric wealth management mission. You will operate in a fast-paced, collaborative environment where discretion and sound judgment matter.

- Collaborate with advisers and specialists to bring in new clients and serve existing ones
- Deliver customized wealth-management solutions to protect, manage, and grow wealth
- Understand client needs and tailor approaches across teams to exceed expectations




- Work across the firm to provide first-class service
- Highly driven and team-oriented
- Exceptional interpersonal, communication, logical thinking and problem-solving skills
- Excellent organizational skills and ability to multitask
- Genuine interest in financial markets and macro-level economic trends
- Desire to work with external clients in relationship-building and sales
- Ability to thrive in a fast-paced, collaborative environment
- Discretion and good judgment with confidential information

In this role, you will support a team of bankers, investment specialists, wealth advisors, and lending professionals to attract and serve hi… #J-18808-Ljbffr

📌 AWM Program Analyst - Italy (Milano)
🏢 Experteer Italy
📍 Milano