Experteer OverviewIn 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 / BenefitsBuild and deepen customer relationships to generate revenue within wealth managementMarket and cross‐sell wealth and consumer products (mortgages, credit cards)



to PB clientsAcquire new customers and expand referral networks through advisory servicesGrow Priority Banking relationships in line with segment goalsCollaborate with Product Owner and Investment Consultant to offer personalized financial services to affluent clientsSupport Centre Manager to promote market presence and help achieve targetsResponsabilitàDiploma or Degree in any field (e.g., Banking, Accounting & Finance, Economics, Marketing, Business Studies)PCE (Life); PCE (General); CIELI; FIMM/FMUTM licenses; IPPC advantageousStrong sales track record and knowledge of wealth products (e.g., Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)Excellent interpersonal and communication skillsPassion for success in a sales‐driven environment
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📌 Accounts Receivable Manager (Italia)
🏢 Experteer Italy
📍 Italia