The Private Banker will:
Be responsible for prospecting and acquiring new clients and new assets from new and existing clients
Maintain and further develop an existing book of business consisting of U/HNWI focused on Italy
Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
Leverage and coordinate specialists to provide interdisciplinary expertise for our most complex clients
Build trust with clients and effectively manage relationships
Ensure that the proposed products and services maximize the clients' needs, goals and objectives
Be measured by objectives using specific financial metrics and client satisfaction objectives