Senior Relationship Manager

Executive Partners Ltd; Milano; In loco; EUR 150.000 - 250.000; Tempo pieno

Descrizione del lavoro

Executive Partners Ltd in Milan is seeking a senior banker focused on Italian HNW and UHNW clients, with a minimum portable book of CHF 180M. This role offers a unique opportunity to contribute to the bank's transition into a fully licensed advisory operation, allowing for significant long-term growth.

The ideal candidate will have cross-border regulatory knowledge and experience in wealth structuring and succession planning. Fluency in Italian is mandatory. Compensation ranges from EUR 150K to 250K plus performance bonuses.

Competenze

• Extensive experience managing Italian HNW and UHNW clients.
• Deep understanding of Italian and Swiss regulatory environments.
• Track record in wealth structuring, succession, and multi-generational planning.

Mansioni

• Manage relationships with Italian HNW and UHNW clients.
• Develop and implement strategies for wealth management.
• Contribute to the bank's growth in Italy from an advisory perspective.

Conoscenze

Italian fluency

Cross-border regulatory knowledge (Italy/Switzerland)

Wealth structuring

Succession planning

Real estate structuring

Descrizione del lavoro

The Opportunity

A Milan-based role at a bank with a genuine and growing Italian franchise. This is not a greenfield mandate — the bank has an existing Italian client base and wants to strengthen it at the senior level.

The right profile has spent the majority of a private banking career managing Italian HNW and UHNW clients and entrepreneurs, understands the regulatory environment on both sides of the border, and operates at the level of wealth structuring, succession and multi-generational planning.

A three‑year average portable book of CHF 180M is the minimum. The hiring institution is in the process of upgrading its Italian presence from a representative office to a fully licensed advisory operation — a significant platform commitment that opens meaningful long‑term opportunities for a senior banker building a serious Italian franchise. Italian fluency is mandatory. The role is Milan‑based; remote coverage is not an option.

What You Bring

• Career focused on Italian HNW and UHNW entrepreneur and family clients · Italian mandatory
• Cross‑border regulatory knowledge (Italy / Switzerland) valued
• Managing succession, real estate structuring and multi‑generational wealth conversations

Indicative Compensation

EUR 150K – 250K base · performance bonus · business plan support

Indicative range only. Final package is structured by the hiring institution based on AUM, NNM track record, seniority and negotiation. NPC contribution is available for qualified candidates.