International Private Bank, Client Advisor, Italy, Vice President

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8gbmub

pAs a Vice President, Client Advisor in Italy you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
/ppOur Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients.
You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
/ppOur culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
/ph3Job responsibilities: /h3ulliGenerate business results and acquire new assets, both from existing client base and new client acquisition /liliAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs /liliPartner with internal specialists to provide interdisciplinary expertise to clients when needed /liliUnderstand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs /liliEnsure that proposed solutions fulfil clients' needs and objectives in the short,



medium and long term through a holistic goals based planning approach /liliStrictly adhere to all risk and control policies, regulatory guidelines and security measure /liliPartner with other Client Advisors in the team in order to maximize the team strength and achieve team goal /li /ulh3Required qualifications, capabilities and skills: /h3ulliSignificant experience in Private Banking working with ultra high net worth individuals or related fields within financial services /liliPrevious business development experience with knowledge in profiling, negotiation and asking for referrals proactively /liliDynamic and credible professional who communicates with clarity and has exceptional presentation skills /liliDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their business /liliExperience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities /liliStrong reputation with an established network /li /ulh3Preferred qualifications, capabilities and skills: /h3ulliAsset allocation / multi asset class portfolio or sales experience is favorable /liliChartered Financial Analyst (CFA) is a plus /liliAbility to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship /li /ul #J-*****-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8gbmub