20 set - Torino
HI Partners
pb Gestore Clientela – Servizi Finanziari /bp Possiede le competenze e l'esperienza giuste per questo ruolo? Continui a leggere per scoprirlo e invii la sua candidatura. brp HI 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. /p p This opportunity is designed for professionals with strong relationship-building capabilities, a commercial mindset, and experience working with private clients within financial services. /p p The 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. /p p Fluency in Italian and English is required. /p pb The Opportunity /b /pp In this role, you will develop and maintain relationships with private individuals across the Italian market. /p p You will engage with prospective clients to understand their financial circumstances, priorities, objectives, and longer-term expectations, while presenting relevant financial and investment-related solutions. /p p The 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. /p p You will have access to experienced internal teams and specialist resources to support the client-development process. /p pb Key Responsibilities /b /p ulli Develop relationships with prospective private clients across the Italian market. /lili Identify and pursue new business opportunities. /lili Conduct introductory and follow-up meetings with prospective clients. /lili Understand clients' financial circumstances, objectives, priorities, and expectations.
/lili Present relevant financial and investment solutions in line with client requirements. /lili Support prospective clients throughout the relationship-development and onboarding process. /lili Maintain regular contact with clients and prospects. /lili Develop sustainable and long-term commercial relationships. /lili Coordinate with internal teams involved in client servicing, investments, operations, and compliance. /lili Maintain accurate records of commercial activity and client interactions. /lili Remain informed about financial markets, investment trends, and developments affecting private investors. /lili Conduct all activities in accordance with applicable professional and regulatory requirements. /li /ul pb Your Profile /b /p ulli Several years of professional experience within financial services. /lili Previous experience in a commercially oriented, advisory, relationship-management, or client-development position. /lili Experience dealing with private or affluent individuals. /lili Demonstrated ability to develop new client relationships and generate business opportunities. /lili Strong interpersonal, presentation, and communication skills. /lili Commercial, proactive, and results-driven approach. /lili Comfortable working independently and managing your own commercial activity. /lili Strong organisational and time-management capabilities. /lili Fluent Italian and English. /lili Based in Italy or able to conduct professional activities within the Italian market. /lili Any professional registration or authorisation required to perform the relevant activity in Italy must be held or satisfied before commencing the position. xrdbqlu /li /ul pb Confidentiality /b /p p All applications and personal information will be treated in strict confidence and processed in accordance with applicable data protection legislation. /p /p /p
21 set - Arezzo
Adecco
21 set - Milano
Salute
21 set - Milano
OPENJOBMETIS
21 set - Bologna
Unipol Group