Senior Private Wealth Client Advisor (VP)

Aumni; Milano; On-site; EUR 80,000 - 120,000; Full time

Job summary

TwinThread is looking for a Vice President, Client Advisor to lead new client acquisition and manage existing client relationships in Milano, Italy. You will generate business results while advising clients on comprehensive wealth management solutions.

The ideal candidate has significant experience in private banking, strong negotiation skills, and the ability to thrive in a dynamic team environment.

Join us in fostering a culture of performance, transparency, and partnership.

Qualifications

• Experience with ultra high net worth individuals in financial services.
• Proven skills in negotiation and client referrals.
• Organized approach in managing client relationships.

Responsibilities

• Generate business results and acquire new assets.
• Advise clients on their balance sheet and investment plans.
• Partner with specialists for client needs.

Skills

Significant experience in Private Banking

Business development experience

Exceptional presentation skills

Strong organizational skills

Understanding of investments and banking

Established network

Education

Chartered Financial Analyst (CFA)

Job description

TwinThread is looking for a Vice President, Client Advisor to lead new client acquisition and manage existing client relationships in Milano, Italy. You will generate business results while advising clients on comprehensive wealth management solutions.

The ideal candidate has significant experience in private banking, strong negotiation skills, and the ability to thrive in a dynamic team environment.

Join us in fostering a culture of performance, transparency, and partnership.