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Relationship Manager
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
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