Founding Relationship Manager — Private Wealth
Founding Relationship Manager — Private Wealth (International Families)
· Italy clients Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. Regulated services will be provided through an authorised partner firm, and no one in this role gives regulated advice until that firm has certified or registered them. The role
* Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
* Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
* Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
* Work with investment and compliance colleagues, and with the partner firm.
* Help shape the client journey, the review process and the Yestella Academy.
* Build relationships in your market with relocation lawyers, tax advisers, schools and banks. What you bring
* Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
* A recognised wealth-management qualification (for example CFA, CISI or CIWM), or a clear plan to obtain one.
Registration or certification would be through the licensed firm through which advice is given. For clients in Italy, that firm must be authorised to provide investment services in Italy, and advisers acting for it away from its premises must be registered with the OCF (Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari) where required. We support study and exam costs.
* Professional fluency in English. Italian an advantage; required for Italian-domestic clients.
* Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
* Right to work in Italy (EU/EEA/Swiss citizenship or an existing permit); we cannot sponsor permits at this stage. Pay €80,000–120,000 gross a year (RAL) base. Plus a discretionary premio tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview. Equal opportunity We welcome applications from people of every background, age, gender, ethnicity, religion or belief, sexual orientation and disability, and from people returning to work after a break. Tell us about any adjustment you need at any stage. We assess candidates against the requirements of the role and nothing else. This role is open to candidates of all genders (Italian Legislative Decree 198/2006). #J-18808-Ljbffr
· Italy clients Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. Regulated services will be provided through an authorised partner firm, and no one in this role gives regulated advice until that firm has certified or registered them. The role
* Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
* Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
* Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
* Work with investment and compliance colleagues, and with the partner firm.
* Help shape the client journey, the review process and the Yestella Academy.
* Build relationships in your market with relocation lawyers, tax advisers, schools and banks. What you bring
* Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
* A recognised wealth-management qualification (for example CFA, CISI or CIWM), or a clear plan to obtain one.
Registration or certification would be through the licensed firm through which advice is given. For clients in Italy, that firm must be authorised to provide investment services in Italy, and advisers acting for it away from its premises must be registered with the OCF (Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari) where required. We support study and exam costs.
* Professional fluency in English. Italian an advantage; required for Italian-domestic clients.
* Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
* Right to work in Italy (EU/EEA/Swiss citizenship or an existing permit); we cannot sponsor permits at this stage. Pay €80,000–120,000 gross a year (RAL) base. Plus a discretionary premio tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview. Equal opportunity We welcome applications from people of every background, age, gender, ethnicity, religion or belief, sexual orientation and disability, and from people returning to work after a break. Tell us about any adjustment you need at any stage. We assess candidates against the requirements of the role and nothing else. This role is open to candidates of all genders (Italian Legislative Decree 198/2006). #J-18808-Ljbffr