Client Premium Manager (HNWI Segment) - Trading Platform

Michael Page International Italia S.r.l.; Milano; In loco; EUR 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus

Retribuzione commisurata all'esperienza

Descrizione del lavoro

Michael Page International Italia S.r.l. cerca un Relationship Manager per gestire un portfolio di clienti premium e sviluppare opportunità di business nel settore del trading. La figura avrà un ruolo cruciale nel rafforzare le relazioni e garantire un'eccezionale esperienza cliente.

È richiesta un'esperienza minima di 3 anni nella gestione clienti ad alto valore e una laurea in Finanza o Economia. Offriamo un contratto a tempo indeterminato con retribuzione commisurata all'esperienza.

Competenze

• Minimo 3 anni di esperienza nella gestione di clienti premium nel settore finanziario.
• Risultati comprovati nella generazione di entrate e retention clienti.
• Ottima conoscenza del mercato finanziario locale.

Mansioni

• Gestire e far crescere un portfolio di clienti premium.
• Identificare opportunità di upselling e cross-selling.
• Pianificare e organizzare attività di engagement per i clienti.

Conoscenze

Gestione clienti premium

Comunicazione eccezionale

Capacità di costruire relazioni

Gestione eventi

Formazione

Laurea in Finanza, Economia o campo correlato

Descrizione del lavoro

International Trading Platform

3+ years experience in premium client management

Azienda

International Trading Platform

Offerta

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

Retribuzione commisurata all'esperienza pregressa

Bonus