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Client Manager; HNWI Segment - Trading Platform

Job in Milan, Lombardy, Italy
Listing for: Altro
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 50000 - 70000 EUR Yearly EUR 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Client Premium Manager (HNWI Segment) - Trading Platform
International Trading Platform
3+ years experience in premium client management
Azienda
International Trading Platform
Offerta
The role is responsible for driving revenue growth and delivering an exceptional client experience within premium client segment. The Relationship Manager will proactively manage a dedicated portfolio of high‑value traders, fostering long‑term relationships and ensuring strong engagement. A key focus will be increasing activity among HNWI clients by providing tailored, high‑touch services and developing a sense of community within the client base.

Key Responsibilities  Client Portfolio Management   Manage and grow a portfolio of premium clients, ensuring continuous engagement and proactive outreach.
Conduct regular in‑person meetings with clients, including travel when required.
Strengthen long‑term relationships through consistent communication, trust‑building, and a deep understanding of client needs.
Maintain high levels of client retention through excellent service delivery.
Revenue Development   Drive revenue growth by developing new business opportunities and expanding relationships within the existing client base.
Identify opportunities for strategic upselling and cross‑selling to maximize client lifetime value.
Contribute to year‑on‑year portfolio growth through structured commercial planning and execution.
Client Engagement & Events   Plan, organize, and host a range of client engagement activities, including webinars, hospitality events, and educational sessions.
Build and nurture an active client community, fostering peer interaction and a sense of belonging.
Monitor client satisfaction and implement actions to continuously enhance the client experience.

Competenze ed esperienza

Experience   Minimum 3 years in premium client management within financial services with leveraged trading products expertise (CFDs, forex, derivatives)
Proven track record managing high‑net‑worth client relationships
Quantifiable results in revenue generation and client retention
Bonus:
Ability to bring existing client network
Qualifications and Skills   Bachelor's degree in Finance, Economics, or related field
English mandatory
Local financial market knowledge
Revenue‑focused mindset with proven ability to meet/exceed targets
Exceptional communication skills for complex financial product explanation
Relationship building expertise with high‑value clients
Event management experience for client engagement programs
Self‑motivated with strong ability to work under pressure and challenging KPIs

Completa l'offerta

Contratto a tempo indeterminato
Retribuzione commisurata all'esperienza pregressa
Bonus

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