Senior Wealth Manager

Norman Alex; Varese; Ibrido; EUR 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Norman Alex, a fast-growing, tech-enabled multi-family office in Italy, seeks a Senior Wealth Manager to oversee a sophisticated UHNW client book, deepen trusted relationships, and contribute to ambitious growth. Based in Italy with occasional visits to Milan HQ.

You will collaborate with an international team, manage cross-border wealth planning, and leverage a tech-enabled platform to deliver tailored strategies across families.

Competenze

• Senior wealth manager with track record managing UHNW clients.
• Experience in cross-border wealth planning required.
• Strong interpersonal communication and relationship-building skills.
• Willingness to travel to Milan HQ occasionally.

Mansioni

• Oversee a high-net-worth client book and deepen relationships.
• Collaborate with an international team to expand market coverage.
• Leverage a tech-enabled platform for client relationship management.
• Drive growth and wealth strategy within families.

Conoscenze

Wealth management

Client relationship management

Cross-border planning

Interpersonal communication

Entrepreneurial mindset

Strumenti

CRM software

Descrizione del lavoro

You will join a fast-growing, tech-enabled multi-family office to oversee sophisticated family wealth. Based in Italy with occasional Milan visits, you will manage a strong client book and deepen trusted relationships across families. You will operate in an entrepreneurial, fast-paced environment, contributing to ambitious growth and broader market coverage. This role offers a high-impact platform to shape wealth strategy for UHNW families within an international team. If you thrive in a dynamic setting and want to advance in the MFO space, this is an ideal move.

• dynamic, international environment
• opportunity to work with leading professionals
• manage and grow a book of high-net-worth clients
• build and maintain trusted client relationships
• support expansion of market coverage across regions
• collaborate in a fast-paced, entrepreneurial environment
• engage with families through a tech-enabled platform
• experienced wealth management professional
• strong book of existing clients
• proven track record of relationship-building
• ability to thrive in an entrepreneurial setting
• based in Italy with willingness to visit Milan HQ occasionally
• strong interpersonal communication
• client relationship management on a tech-enabled platform
• cross-border / international wealth planning

Senior Wealth Manager varese, lombardia, it