Banker Professional - Milan

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We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.

Job Summary

You will provide support to a team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations, and technology teams to fulfill requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

Job Responsibilities:

• Operational support to Bankers and wider integrated team, where appropriate
• Help manage account opening / onboarding process with onboarding officer as a subject matter expert for both prospects and existing clients
• Help support Bankers with updating account documentation / authorities & Sig List on an ad hoc basis and within the role of managing client Periodic Review process
• Help with business and banker projects and strategies for prospects and clients including subscription and content management
• Help with team projects and admin (weekly flows commentary, pipeline reporting)
• Support to resolve ad hoc client queries and standard reporting

Required Qualifications, Capabilities and Skills:

• University degree, preferably in finance, law, or business-related subject (or equivalent)
• Fluent in English and Italian
• Absolute discretion when dealing with confidential matters
• PowerPoint and Excel expertise required
• Excellent interpersonal skills, both written and oral
• Self-starter, extremely organized, and detail-oriented with a strong commitment to accuracy
• Good judgment and problem-solving skills
• Ability to work both independently and as a team player