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Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan

Milan, Lombardia, ItalyPosted 2 weeks ago
onsite

Job Description

Key Responsibilities:

  • Demonstrates strong knowledge of developments in the Italian Third Party Wealth market

  • Serves as the primary relationship manager for assigned accounts in Italy

  • Acts as a consultant by understanding clients’ strategies, risk profiles, and operational needs

  • Provides insights on market trends, product developments, and performance updates to both clients and team members

  • Supports business development by identifying opportunities for cross-selling or expanding product usage within existing client relationships

Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan at Candidate Experience Site - Campus | Renata