Senior Wealth Manager – UHNW Cross-Border (Italy)

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

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.