Who we are looking for State Street’s Wealth Services business unit is seeking a dynamic individual to serve as an MD in its European Wealth team, with a focus on Italy and Germany and the wider Continental European
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The
About the OpportunityJob Type: Permanent Application Deadline: 31 July 2026 Job Description Title Assistant Manager / Manager, Client Relationship Management Department Client Relationship Management, Europe Location Milan Reports To Head of Client Relationship Management, Italy Level Assistant
Who we are Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations
Experteer Italy is seeking a candidate to lead the operational delivery and scaling of Satispays B2B wealth coaching service. In this role, you will be responsible for building and optimizing processes, managing a team of financial coaches,
About us Satispay began by rethinking the simple act of a payment to remove the friction from our daily routines. But we didnt stop there. Today, we are building a complete financial platform designed to empower
Experteer Overview In this role you will lead the operational delivery and scaling of Satispays B2B wealth coaching service. You will build and optimize processes, workflows, and tools to enable high‑quality coaching at scale, while growing and
Experteer Italy in Uta, Sardegna is looking for a leader to manage the Priority Banking Centre. In this role, youll drive initiatives to grow AUM and I&I revenue, coach a team of Relationship Managers, and ensure
Experteer Italy is seeking a leader for Priority Banking initiatives based in Mel, Veneto. In this role, youll oversee operations and develop strategies to enhance customer experience and growth in assets under management (AUM). You will
A leading investment firm in Milan is seeking a Head of Reporting to oversee strategic and operational wealth reporting processes. This role includes developing standardized reports for Multi-Family Offices, ensuring data quality, and acting as a liaison between
Experteer Italy is seeking a leader for Priority Banking initiatives based in Mel, Veneto. In this role, youll oversee operations and develop strategies to enhance customer experience and growth in assets under management (AUM). You will
Il nostro Cliente è un istituto specializzato nel Private & Investment Banking , con un modello consulenziale dedicato alla gestione e valorizzazione del patrimonio di clientela privata, imprenditoriale e corporate, attraverso soluzioni personalizzate in ambito finanziario,
Tailor&Fox Srl cerca un Head of Private Banking a Milano, responsabile della guida e coordinamento di team di Private Banker. I candidati ideali hanno esperienza consolidata nel Private Banking e ottime capacità relazionali. Offriamo un contratto a
Satispay is seeking a Head of Wealth Operations in Milano, Italy. This role involves operationalizing and scaling the delivery of our B2B wealth coaching service. You will design processes, manage a team of financial coaches, and oversee operational KPIs
ReVersal è una SIM autorizzata all’attività di consulenza e collocamento, di cui TXT Group detiene la maggioranza, ed è una realtà d’eccellenza nei servizi di investimento. Per rafforzare il nostro team, cerchiamo una risorsa per lattività
ReVersal è una SIM autorizzata all’attività di consulenza e collocamento, di cui TXT Group detiene la maggioranza, ed è una realtà d’eccellenza nei servizi di investimento. Per rafforzare il nostro team, cerchiamo una risorsa per l’attività
At H&H, our vision is focused on premium nutrition and lifetime wellness; to inspire and achieve this vision we bring together seven international brands as we strive to make people around the world healthier and happier.
Experteer Overview In questa posizione, ti occuperai di garantire la piena conformità normativa e di fornire guida legale e contrattuale. Funzionerai da punto unico di reference per tematiche legali, societarie e regolamentari della SIM, collaborando strettamente
The Private Banking Wealth Management (PBWM) Segment Management function is responsible for defining and steering the overall value proposition for Private Banking & Wealth Management clients, and for driving the creation of a dedicated Private Banking offering that
ING Bank N.V., Milan branch is seeking a leader for their Private Banking Wealth Management segment. This role will involve defining the value proposition, leading marketing strategies, and overseeing operational support for the Private Banking offering. The