03 ago
|
Experteer Italy
|
Milano
03 ago
Experteer Italy
Milano
In 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. * Collaborate with advisers and specialists to bring in new clients and serve existing ones * Deliver customized wealth-management solutions to protect, manage,
and grow wealth * Understand client needs and tailor approaches across teams to exceed expectations * Work across the firm to provide first-class service * Highly driven and team-oriented * Exceptional interpersonal, communication, logical thinking and problem-solving skills * Excellent organizational skills and ability to multitask * Genuine interest in financial markets and macro-level economic trends * Desire to work with external clients in relationship-building and sales * Ability to thrive in a fast-paced, collaborative environment * Discretion and good judgment with confidential information In 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