31 lug
|
Experteer Italy
|
Milano
31 lug
Experteer Italy
Milano
pIn 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.
/pulliCollaborate with advisers and specialists to bring in new clients and serve existing ones /liliDeliver customized wealth-management solutions to protect, manage,
and grow wealth /liliUnderstand client needs and tailor approaches across teams to exceed expectations /liliWork across the firm to provide first-class service /liliHighly driven and team-oriented /liliExceptional interpersonal, communication, logical thinking and problem-solving skills /liliExcellent organizational skills and ability to multitask /liliGenuine interest in financial markets and macro-level economic trends /liliDesire to work with external clients in relationship-building and sales /liliAbility to thrive in a fast-paced, collaborative environment /liliDiscretion and good judgment with confidential information /li /ulIn this role, you will support a team of bankers, investment specialists, wealth advisors, and lending professionals to attract and serve hi... #J-*****-Ljbffr
📌 Awm Program Analyst - Italy (Milano)
🏢 Experteer Italy
📍 Milano