Experteer Overview In this role you will cultivate profitable relationships with high‐net‐worth clients, expanding wealth management through advisory services and cross‐selling financial products. You join a collaborative, growth‐oriented team that aims to expand market presence and deliver personalized solutions. You will work with product and investment teams to serve affluent customers and help hit business targets. This is a hands‐on, sales‐driven position at a digitally progressive bank that values merit and development. Retribuzione / Benefits Build and deepen customer relationships to generate revenue within wealth management Market and cross‐sell wealth and consumer products (mortgages, credit cards)



to PB clients Acquire new customers and expand referral networks through advisory services Grow Priority Banking relationships in line with segment goals Collaborate with Product Owner and Investment Consultant to offer personalized financial services to affluent clients Support Centre Manager to promote market presence and help achieve targets Responsabilità Diploma or Degree in any field (e.g., Banking, Accounting & Finance, Economics, Marketing, Business Studies) PCE (Life); PCE (General); CIELI; FIMM/FMUTM licenses; IPPC advantageous Strong sales track record and knowledge of wealth products (e.g., Unit Trust, Bancassurance, Structured Products, Dual Currency Investments) Excellent interpersonal and communication skills Passion for success in a sales‐driven environment #J-18808-Ljbffr

📌 Priority banking relationship manager (Italia)
🏢 Experteer Italy
📍 Italia