Founding Relationship Manager — Private Wealth (International Families)
· Italy clients Milan, Italy (Remote)
· Full-time
· Founding role, conditional start
· Closing date 30 November 2026 About Yestella Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. Regulated services will be provided through an authorised partner firm, and no one in this role gives regulated advice until that firm has certified or registered them. The role
• Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
• Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
• Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
• Work with investment and compliance colleagues, and with the partner firm.
• Help shape the client journey, the review process and the Yestella Academy.
• Build relationships in your market with relocation lawyers, tax advisers, schools and banks. What you bring
• Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
• A recognised wealth-management qualification (for example CFA, CISI or CIWM), or a clear plan to obtain one. Registration or certification would be through the licensed firm through which advice is given. For clients in Italy, that firm must be authorised to provide investment services in Italy, and advisers acting for it away from its premises must be registered with the OCF (Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari) where required.



We support study and exam costs.
• Professional fluency in English. Italian an advantage; required for Italian-domestic clients.
• Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
• Right to work in Italy (EU/EEA/Swiss citizenship or an existing permit); we cannot sponsor permits at this stage. Pay €80,000–120,000 gross a year (RAL) base. Plus a discretionary premio tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview.

How to apply
• Optional but recommended: RM Foundations — a free course for people preparing for client-facing roles in wealth management. It is on the Yestella Academy (academy.yestella.com): twelve short lessons and quizzes (about an hour and a quarter, an estimate; it depends on your pace), plus an online assessment. You can start the lessons now (the six lessons of "Behaviour and Risk" and the first three lessons each of "Private Markets & the Family-Office Way" and "Foundations of Investing"); the final assessment is planned to open in November. When you pass, you receive a completion code. This is not a regulatory qualification. It does not meet any FCA qualification requirement (for example, an appropriate qualification under the FCA's Training and Competence sourcebook). Not accredited by any professional body.




• Apply with LinkedIn's Apply button, or by email to [email protected], with your CV, a few lines on why this role and, if you have it, your completion code. If you email, please use the subject line "RM application — Italy clients". Please don't include health or other sensitive information in your CV. If you need an adjustment, tell us separately and we'll treat it confidentially.
• If shortlisted: a 20-minute written note to a fictional family, then a 30-minute video interview. The course is optional when you apply. Before a first interview we ask for your code or a short written alternative, which counts the same. If neither works for you, tell us and a person will decide. The course result is one part of our review, never the whole of it. The written alternative carries the same weight. Need an adjustment, more time, a different format, or the written alternative instead of the course? Email [email protected]. It will not count against you, and we use what you tell us only to make the adjustment. We reply to everyone who applies within ten working days. Equal opportunity We welcome applications from people of every background, age, gender, ethnicity, religion or belief, sexual orientation and disability, and from people returning to work after a break. Tell us about any adjustment you need at any stage. We assess candidates against the requirements of the role and nothing else. This role is open to candidates of all genders (Italian Legislative Decree 198/2006). Your data OverCap UK Limited is the controller for this recruitment. If you apply through LinkedIn, LinkedIn also processes your application under its own privacy policy. Our recruitment privacy notice explains how we use your information: https://yestella.com/privacy/recruitment/

📌 Founding Relationship Manager — Private Wealth (Milano)
🏢 Yestella Academy
📍 Milano