Italian Relationship Manager

Italian Relationship Manager

Reference: VR/01831
Location: Central London
Type: Permanent
Salary: £84,000

The Employer:

Our client is a privately held investment management firm, managing portfolios for high net worth private clients. The company has a compartmentalized approach to new and existing clients; all business development and new client leads are handled by a separate team who then pass the new clients are passed to the company`s Relationship Managers, who take responsibility for all client care, using data provided by the in house analysts.

Currently, the company is assembling a team to handle their private Italian clientele. Those with experience working in private banking, as an investment advisor, independent financial advisor, client investment manager or as a promotore finanziario will be able to fulfil the responsibilities this role involves.

Your Interest:

This role best suits a financial service professional who has a strong interest in client management. Other benefits include:

– Genuine opportunity for career progression.
– Incentives for client referrals.
– Quarterly travel to liaise with clients in person.
– Relocation expenses for applicants outside of London.

Key Requirements:

– 2-3 Years of experience providing financial management to private clients (Experience working as a promotore finanziario ideal)
– Native proficiency speaking Italian
– Certified to deliver financial advice to private clients preferred

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