Priority Banking Relationship Manager

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7cc52e

In this role you will nurture profitable relationships with Retail HNW clients, expanding portfolios and cross‐selling wealth and banking products. You'll work closely with product and advisory teams to offer personalized financial services to affluent customers and help grow Priority Banking relationships. You'll contribute to strengthening market presence and drive revenue, supported by a collaborative, digital‐first culture. This is an opportunity to accelerate your career in Wealth Management within a leading bank.
Retribuzione / Benefits Build and deepen portfolio relationships to generate revenue in wealth management
Market investment products and cross‐sell consumer banking products (mortgages, credit cards) to PB and non‐PB clients
Expand customer base through referrals and personalized advisory services




Acquire and grow Priority Banking client relationships and portfolios
Collaborate with Product Owner and Investment Consultant to provide proactive financial services to affluent clients
Support Centre Manager to promote market presence and contribute to individual and team targets
Responsabilità Diploma or Degree in any field
Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC is an advantage
Solid knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)
Good interpersonal and communication skills
Passion for success in a sales‐driven environment
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7cc52e