Monaco
Private Banker - Italian Desk
Top independent advisory group seeks Private Banker - Italian Desk in Monaco. With 100+ years and global renown in private banking, they serve UHNW individuals and families in a world-class wealth hub
JOB DESCRIPTION
- Maintain long-term relationships with clients through regular communication and personalised support;
- Approach potential customers to establish relationships, develop own network of HNWI and UHNWI;
- Handle the onboarding process for new clients to ensure a smooth transition and introduction to the brand’s products or services;
- Identify opportunities to enhance the client’s experience;
- You contribute to the development of profitability and the evolution of your bank's value proposition;
- Promptly and effectively address client issues by coordinating with internal teams;
YOUR PROFILE
- Degree in Finance or Business Administration or similar field (ideally with a post-graduate qualification such as CFA or CWMA);
- Proven experience in private banking, as a PB, RM or CRM for at least 10 years;
- Knowledge of customer relationship management (CRM) practices;
- Experience in sales or customer service is preferred;
- Problem-solving attitude;
- Excellent communication skills;
- Aptitude for fostering positive relationships;
- Teamwork and leadership skills;
- Fluency in Italian, French and English (other language is an advantage).
BENEFITS
- You have the opportunity to work on long-term projects;
- You represent a strong and recognised entity;
- Fix salary & Bonus.
- Locations
- Monaco
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