CLIENT RELATIONSHIP MANAGER (MILAN/LUXEMBOURG)

For our client, a Swiss company operating in the field of wealth management, we are looking for a RELATIONSHIP MANAGER (ITALIAN SPEAKER) in Milan or Luxembourg.

About the Company

The company we are representing is a well‑established, independent wealth management firm with over 20 years of experience in the financial industry. Operating internationally, they specialize in delivering bespoke investment solutions to a diverse, global client base—particularly entrepreneurs and self‑employed professionals.

Their investment strategy emphasizes long‑term value, focusing on high‑yield corporate bonds, value‑driven equity investments, and alternative strategies to ensure portfolio diversification and performance.

The Role

As a Relationship Manager (m/f/d), you will be responsible for managing client relationships and supporting the execution of investment transactions. You will play a central role in client acquisition, advisory, and business development efforts.

Key Responsibilities

• Client Acquisition & Development: Identify and engage potential clients while building and expanding your professional network.
• Relationship Management: Maintain and grow existing client relationships, offering tailored investment advice aligned with their financial goals.
• Investment Advisory & Market Analysis: Provide insightful market analysis and investment recommendations to support client decision‑making.
• Compliance: Ensure full adherence to regulatory requirements and internal processes to safeguard operational integrity.

Your Profile

• Education: Bachelor’s or Master’s degree in Finance, Business Administration, or a related field.
• Experience: 1 to 8 years in Front Office, Back Office, Sales, or Client Services preferably within Asset Management, Private Banking, or Investment Advisory.
• Skills: Solid understanding of financial markets and investment products; proficient in Microsoft Excel and PowerPoint (Bloomberg knowledge is a plus).
• Languages: Fluency in Italian (native) and English (C1) are required; knowledge of French and/or German is an advantage.
• Personal Attributes: Structured, self‑motivated, results‑driven, and highly communicative with strong analytical thinking.

What We Offer

• Direct exposure to the asset management industry with clear opportunities for career advancement
• A dynamic and collaborative working environment within a lean and focused organization
• A permanent contract in a growing company
• An attractive fixed salary plus bonus
• An international, performance‑oriented context with access to sophisticated investment strategies and a demanding clientele

Interested?

If you are passionate about financial markets and client engagement, and you seek to grow within a high‑performing investment environment, we’d love to hear from you.

Please send your CV.

Salary range

LUX: 60-72k + bonus

We are flexible, so feel free to send your application if your expectation is above than the proposed budget.