01 ago
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Experteer Italy
|
Bardi
01 ago
Experteer Italy
Bardi
In this role, you will join the Global Private Bank team to support client acquisition and ongoing wealth management. You will deliver customized solutions by collaborating with bankers, investment specialists, and lending experts. You will understand client needs and tailor approaches, working across teams to ensure superior service. This position offers exposure to private banking and client-facing relationships in a fast-paced, collaborative environment. You will contribute to client growth and trusted advisory, shaping outcomes through cross-functional partnership.
* Collaborate with advisors to attract new clients and service existing ones * Deliver customized wealth-management solutions * Understand client needs and tailor approaches to exceed expectations * Coordinate across teams to provide first-class service * Team-oriented with ability to develop complex solutions * Excellent interpersonal, communication, logical thinking and problem-solving skills * Strong organizational skills and multitasking ability * Genuine interest in financial markets and macroeconomic trends * Interest in client-facing relationship-building and sales * Ability to thrive in a fast-paced, collaborative environment * High level of curiosity, focus, and discretion with confidential information #J-*****-Ljbffr
📌 Awm Program Analyst - Italy (Bardi)
🏢 Experteer Italy
📍 Bardi