UHNW Investor Success Specialist

Heritage Holdings · Turbigo, Lombardia, Italia · · 50€ - 70€


Descrizione dell'offerta

A leading investment firm in Milan is seeking a Customer Success Specialist to ensure an exceptional investor experience for UHNW clients. This role involves managing investor inquiries, capital operations, and collaborating with internal teams to enhance service. The ideal candidate will have a master's degree in finance, 2-5 years of relevant experience, and strong knowledge of wealth advisory and private banking operations. A hands-on, tech-savvy individual with excellent communication skills is essential for this dynamic role.
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Candidatura e Ritorno (in fondo)