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Confidential Appointment | Relocation to another European financial centre required
HI Partners is representing an established international organisation for a client-facing appointment within one of its European teams.
This opportunity will suit a professional who enjoys developing trusted relationships, communicating detailed topics clearly and providing a high standard of ongoing support to private individuals. Further information regarding the organisation, location and scope of the appointment will be provided confidentially during the selection process.
The Opportunity
You will assume responsibility for an established portfolio of private-client relationships, ensuring that clients remain well informed, listened to and appropriately supported as their circumstances and priorities evolve.
Rather than operating in a transactional environment, the role requires thoughtful communication,
sound judgement and the ability to establish credibility over time. You will work in close coordination with specialist colleagues to ensure that each client interaction is handled carefully and efficiently.
Key Areas of Responsibility
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- Develop lasting, professional relationships with private clients.
- Maintain regular contact and ensure a consistently high-quality client experience.
- Hold informed conversations on economic conditions, financial matters and topics relevant to clients’ personal situations.
- Translate technical information into clear and practical communication.
- Identify questions, concerns or changing priorities, and coordinate the appropriate internal response.
- Prepare for and lead structured conversations by telephone and video conference.
- Ensure requests and agreed next steps are handled accurately and within appropriate timeframes.
- Keep reliable records
📌 Client Relationship Manager – Premium Clients (Milano)
🏢 HI Partners
📍 Milano
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