Relationship Manager (EN, IT)

• Develop the business relationship with clients, finding a balance between client expectation and interests, and Bank interest, in order to foster a long term relationship and profitable for both.

• Provide financial advice on investment strategies, estate planning and wealth management, ensuring clients are informed about market trends and opportunities.

• Serve as the primary point of contact for clients, ensuring they feel valued, understood, and well-supported

• Ensure all client interactions and transactions comply with regulatory standards and internal policies, maintaining the highest standards of integrity and confidentiality.

• Keep updated all the documents, contracts, and any other requirements defined by the Bank.

• Higher education (min BAC+3) in Finance

• Minimum 5 years of work experience in a similar position

• Proficient in MS Office

• Languages: English and Italian - mandatory, other language is an asset

• You are able to work under pressure and to respect deadlines;

• You are proactive, open-minded, rigorous, responsible and a fast learner with a dynamic personality;

• You have an inquisitive mind and analytical skills;

• Organisational skills;

• Flexible and adaptable;

• Rigorous, team player and enthusiastic.