Job Overview
You will be the primary point of contact for clients accessing wealth management capabilities and solutions.
* Develop new business with clients based in Italy and abroad, focusing on prospecting, building, and sustaining long-term relationships.
* Advise clients within regulatory frameworks, keeping abreast of client-impacting initiatives.
* Proactively identify client lending/financing needs, involving specialists to further develop opportunities.
* Owning Anti-Money Laundering aspects of client relationships, including Know Your Client checks.
* Taking client execution orders, ensuring corresponding checks are performed.
Required Skills and Qualifications
* Bachelor's degree or equivalent qualification/relevant work experience.
* Industry experience in client services/private banking roles within Private Client Wealth Management.
* +5 years of client-facing experience (Trading or Investment Sales).
* Experience taking client orders & booking trades.
* Extensive Capital Markets knowledge incl. derivatives.
* Excellent interpersonal and communication skills, both written and verbal.
* Fluent English and Italian speaker.