The 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.
Key Responsibilities
Client Portfolio Management
- Manage and grow a portfolio of premium clients, ensuring continuous engagement and proactive outreach.
- Conduct regular in‑person meetings with clients, including travel when required.
- Strengthen long‑term relationships through consistent communication, trust‑building, and a deep understanding of client needs.
- Maintain high levels of client retention through excellent service delivery.
Revenue Development
- Drive revenue growth by developing new business opportunities and expanding relationships within the existing client base.
- Identify opportunities for strategic upselling and cross‑selling to maximize client lifetime value.
- Contribute to year‑on‑year portfolio growth through structured commercial planning and execution.
Client Engagement & Events
- Plan,
organize, and host a range of client engagement activities, including webinars, hospitality events, and educational sessions.
- Build and nurture an active client community, fostering peer interaction and a sense of belonging.
- Monitor client satisfaction and implement actions to continuously enhance the client experience.
Competenze ed esperienza
Experience
- Minimum 3 years in premium client management within financial services with leveraged trading products expertise (CFDs, forex, derivatives)
- Proven track record managing high‑net‑worth client relationships
- Quantifiable results in revenue generation and client retention
- Bonus: Ability to bring existing client network
Qualifications and Skills
- Bachelor's degree in Finance, Economics, or related field
- English mandatory
- Local financial market knowledge
- Revenue‑focused mindset with proven ability to meet/exceed targets
- Exceptional communication skills for complex financial product explanation
- Relationship building expertise with high‑value clients
- Event management experience for client engagement programs
- Self‑motivated with strong ability to work under pressure and challenging KPIs
Completa l'offerta
Contratto a tempo indeterminato
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📌 Client Premium Manager (HNWI Segment) - Trading Platform (Milano)
🏢 Michael Page International Italia
📍 Milano
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