09 set - Savona
HI Partners
pbGestore Clientela – Servizi Finanziari /b /ppbr/ppHI Partners is supporting the recruitment of a commercially oriented financial-services professional for an established international organisation developing its activities within the Italian private-client market.
/ppbr/ppThis opportunity is designed for professionals with strong relationship-building capabilities, a commercial mindset, and experience working with private clients within financial services.
/ppbr/ppThe successful candidate will be responsible for developing new client relationships, understanding individual financial needs, and supporting the long-term growth of the organisation's activities in Italy.
/ppbr/ppFluency in Italian and English is required.
/ppbr/ppbThe Opportunity /b /ppIn this role, you will develop and maintain relationships with private individuals across the Italian market.
/ppbr/ppYou will engage with prospective clients to understand their financial circumstances, priorities, objectives, and longer-term expectations, while presenting relevant financial and investment-related solutions.
/ppbr/ppThe position combines relationship management, commercial development, and client acquisition and is particularly suited to professionals who enjoy developing new business and operating with a high degree of autonomy.
/ppbr/ppYou will have access to experienced internal teams and specialist resources to support the client-development process.
/ppbr/ppbKey Responsibilities /b /ppbr/pulliDevelop relationships with prospective private clients across the Italian market.
/liliIdentify and pursue new business opportunities.
/liliConduct introductory and follow-up meetings with prospective clients.
/liliUnderstand clients' financial circumstances, objectives, priorities, and expectations.
/liliPresent relevant financial and investment solutions in line with client requirements.
/liliSupport prospective clients throughout the relationship-development and onboarding process.
/liliMaintain regular contact with clients and prospects.
/liliDevelop sustainable and long-term commercial relationships.
/liliCoordinate with internal teams involved in client servicing, investments, operations, and compliance.
/liliMaintain accurate records of commercial activity and client interactions.
/liliRemain informed about financial markets, investment trends, and developments affecting private investors.
/liliConduct all activities in accordance with applicable professional and regulatory requirements.
/li /ulpbr/ppbYour Profile /b /ppbr/pulliSeveral years of professional experience within financial services.
/liliPrevious experience in a commercially oriented, advisory, relationship-management, or client-development position.
/liliExperience dealing with private or affluent individuals.
/liliDemonstrated ability to develop new client relationships and generate business opportunities.
/liliStrong interpersonal, presentation, and communication skills.
/liliCommercial, proactive, and results-driven approach.
/liliComfortable working independently and managing your own commercial activity.
/liliStrong organisational and time-management capabilities.
/liliFluent Italian and English.
/liliBased in Italy or able to conduct professional activities within the Italian market.
/liliAny professional registration or authorisation required to perform the relevant activity in Italy must be held or satisfied before commencing the position.
/li /ulpbr/ppbConfidentiality /b /ppbr/ppAll applications and personal information will be treated in strict confidence and processed in accordance with applicable data protection legislation.
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