Investment jobs in Italy

We are looking for a dynamic and experienced Executive Director to join our expanding team. This role is perfect for a self-motivated professional and a deep passion for wealth management. You will be entrusted with delivering tailored investment solutions to high-net-worth individuals while maintaining and nurturing client relationships with the utmost discretion and professionalism.

Client Relationship Management

- An established network of HNWI/ UHNW clientele with ability to enhance client asset size over time.

- Develop and maintain strong relationships with clients, understand their needs, provide them with solutions.

Business Development

- Build, establish and grow Client Relationships

- Utilize your network and industry insights to expand client base.

- Have a plan to develop the client book with measurable outcomes

- You will be responsible for achieving annual revenue targets and objectives.

Investment Advisory

- Take a strategic view of your clients investments, aligning their portfolios with their risk profiles, goals, and market conditions.

- Providing market updates and modification of client positions due to changes in market conditions

Compliance

- Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies.

- Monitor and manage the risk profile of clients portfolios, adhering to risk management guidelines

Requirements

- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking

- Good communication and interpersonal skills

- Ability to build strong client networks, with an entrepreneurial mind-set

- Must be familiar with the Singapore regulatory framework with proven ability to navigate in fast paced environment

- Professional certifications (CFA, CFP, CPWA) are advantageous

- Strong ethical standards and commitment to client confidentiality.