12 ago - Turbigo
Anderson Wise
Our Client is a prestigious, independent family office based in Luxembourg, offering a genuinely open-architecture platform and a culture built around long-term client relationships rather than short-term targets. Discretion, trust, and true advisory independence are at the heart of how they operate.
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They are seeking experienced Private Bankers, either as individuals or as a small team, to develop and manage a portfolio of Italian HNW and UHNW clients.
Your Responsibilities
- Build and manage a high-quality book of Italian HNW/UHNW clients, with a target of approximately 100 million in AUM within 18 to 24 months
- Provide bespoke, independent wealth management advice with full investment freedom across an open-architecture platform
- Develop trusted,
long-term client relationships in line with the Company's client-first philosophy
- Work collaboratively within a small, entrepreneurial team with direct access to decision-makers
- Operate with full autonomy, free from product pressure or internal sales targets
Your Profile
- Solid private banking background, ideally between 5 and xysqume 20 years of experience
- An established book of Italian HNW or UHNW clients, either as an individual or as part of a small team of 2 to 4 bankers
- Entrepreneurial mindset with a discreet, client-centric approach
- Based in Milan or open to relocation
- Fluency in English is required; proficiency in Italian is a strong advantage
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