Client Premium Manager (HNWI Segment) - Trading Platform (Milano)

Client Premium Manager (HNWI Segment) - Trading Platform (Milano)

01 ago
|
Michael Page International Italia
|
Milano

01 ago

Michael Page International Italia

Milano

ppInternational Trading Platform /pp3+ years experience in premium client management /ppAzienda /ppInternational Trading Platform /ppOfferta /ppThe role is responsible for driving revenue growth and delivering an exceptional client experience within premium client segment. The Relationship Manager will proactively manage a dedicated portfolio of high‑value traders, fostering long‑term relationships and ensuring strong engagement. A key focus will be increasing activity among HNWI clients by providing tailored, high‑touch services and developing a sense of community within the client base. /ph3Key Responsibilities /h3h3Client Portfolio Management /h3ulliManage and grow a portfolio of premium clients, ensuring continuous engagement and proactive outreach. /liliConduct regular in‑person meetings with clients, including travel when required. /liliStrengthen long‑term relationships through consistent communication, trust‑building, and a deep understanding of client needs. /liliMaintain high levels of client retention through excellent service delivery. /li /ulh3Revenue Development /h3ulliDrive revenue growth by developing new business opportunities and expanding relationships within the existing client base. /liliIdentify opportunities for strategic upselling and cross‑selling to maximize client lifetime value. /liliContribute to year‑on‑year portfolio growth through structured commercial planning and execution. /li /ulh3Client Engagement Events /h3ulliPlan,



organize, and host a range of client engagement activities, including webinars, hospitality events, and educational sessions. /liliBuild and nurture an active client community, fostering peer interaction and a sense of belonging. /liliMonitor client satisfaction and implement actions to continuously enhance the client experience. /li /ulh3Competenze ed esperienza /h3h3Experience /h3ulliMinimum 3 years in premium client management within financial services with leveraged trading products expertise (CFDs, forex, derivatives) /liliProven track record managing high‑net‑worth client relationships /liliQuantifiable results in revenue generation and client retention /liliBonus: Ability to bring existing client network /li /ulh3Qualifications and Skills /h3ulliBachelor's degree in Finance, Economics, or related field /liliEnglish mandatory /liliLocal financial market knowledge /liliRevenue‑focused mindset with proven ability to meet/exceed targets /liliExceptional communication skills for complex financial product explanation /liliRelationship building expertise with high‑value clients /liliEvent management experience for client engagement programs /liliSelf‑motivated with strong ability to work under pressure and challenging KPIs /li /ulh3Completa l'offerta /h3pContratto a tempo indeterminato /ppRetribuzione commisurata all'esperienza pregressa /ppBonus /p /p #J-18808-Ljbffr

📌 Client Premium Manager (HNWI Segment) - Trading Platform (Milano)
🏢 Michael Page International Italia
📍 Milano

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