Asset & Wealth Management - Third Party Wealth (TPW) Sales - Associate - Milan - Lombardia, Italy

Experteer Overview

In this role you will oversee Italian Third Party Wealth relationships, serving as the primary point of contact for assigned accounts in Italy. You will translate client strategies into insightful market perspectives while supporting cross-sell opportunities and maintaining governance standards. You’ll collaborate with cross-functional teams to deliver strong service, performance updates, and client retention. Join a culture of integrity and excellence in a global, client-centric asset manager. Retribuzione / Benefits

Serve as the primary relationship manager for Italian accounts Understand client strategies, risk profiles, and operational needs Provide market insights, product updates, and performance summaries to clients and team Identify cross-selling opportunities and expand product usage within existing relationships Ensure regulatory and governance compliance across client interactions Deliver presentations, conduct performance reviews, and manage strategic account plans Contribute to client service process improvements and best practices Demonstrate entrepreneurial mindset and strong teamwork Maintain accurate sales pipeline data and support Italian sales targets Enhance client retention through proactive service and clear communication Responsabilità

3-5 years of experience in Asset Management or Wealth Fluent in Italian and English Bachelor's degree in a relevant field

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