
The Wealth Management Director position involves managing and supporting a portfolio of high-value customers, providing holistic financial advice, conducting in-depth reviews to identify personal and financial needs, and delivering tailored wealth management and financial planning services. The role also includes maintaining risk management monitoring of portfolios for investment and compliance purposes. The successful applicant should have a strong sales/fund-raising background, a deep understanding of the Italian business environment, and excellent analytic, strategic thinking, and communication skills.
Our client is a global leader in asset management, wealth management, and investment banking, serving individuals, corporates, and institutions. The position offers a competitive base salary, bonus, and potential for long-term incentives. Our client is committed to diversity and inclusivity in its recruitment processes, as reflected in its Clear Assured Platinum Standard Accreditation from the Clear Company.