pbGestore Clientela – Servizi Finanziari /b /ppbr/ppHI Partners is supporting the recruitment of a commercially oriented financial-services professional for an established international organisation developing its activities within the Italian private-client market. /ppbr/ppThis opportunity is designed for professionals with strong relationship-building capabilities, a commercial mindset, and experience working with private clients within financial services. /ppbr/ppThe successful candidate will be responsible for developing new client relationships, understanding individual financial needs, and supporting the long-term growth of the organisation's activities in Italy. /ppbr/ppFluency in Italian and English is required. /ppbr/ppbThe Opportunity /b /ppIn this role, you will develop and maintain relationships with private individuals across the Italian market. /ppbr/ppYou will engage with prospective clients to understand their financial circumstances, priorities, objectives, and longer-term expectations, while presenting relevant financial and investment-related solutions. /ppbr/ppThe position combines relationship management, commercial development, and client acquisition and is particularly suited to professionals who enjoy developing new business and operating with a high degree of autonomy. /ppbr/ppYou will have access to experienced internal teams and specialist resources to support the client-development process. /ppbr/ppbKey Responsibilities /b /ppbr/pulliDevelop relationships with prospective private clients across the Italian market. /liliIdentify and pursue new business opportunities. /liliConduct introductory and follow-up meetings with prospective clients. /liliUnderstand clients' financial circumstances, objectives, priorities, and expectations.



/liliPresent relevant financial and investment solutions in line with client requirements. /liliSupport prospective clients throughout the relationship-development and onboarding process. /liliMaintain regular contact with clients and prospects. /liliDevelop sustainable and long-term commercial relationships. /liliCoordinate with internal teams involved in client servicing, investments, operations, and compliance. /liliMaintain accurate records of commercial activity and client interactions. /liliRemain informed about financial markets, investment trends, and developments affecting private investors. /liliConduct all activities in accordance with applicable professional and regulatory requirements. /li /ulpbr/ppbYour Profile /b /ppbr/pulliSeveral years of professional experience within financial services. /liliPrevious experience in a commercially oriented, advisory, relationship-management, or client-development position. /liliExperience dealing with private or affluent individuals. /liliDemonstrated ability to develop new client relationships and generate business opportunities. /liliStrong interpersonal, presentation, and communication skills. /liliCommercial, proactive, and results-driven approach. /liliComfortable working independently and managing your own commercial activity. /liliStrong organisational and time-management capabilities. /liliFluent Italian and English. /liliBased in Italy or able to conduct professional activities within the Italian market. /liliAny professional registration or authorisation required to perform the relevant activity in Italy must be held or satisfied before commencing the position. /li /ulpbr/ppbConfidentiality /b /ppbr/ppAll applications and personal information will be treated in strict confidence and processed in accordance with applicable data protection legislation. /p

📌 Gestore Clientela – Servizi Finanziari (Udine)
🏢 HI Partners
📍 Udine