Premium Client Manager (Fintech)

TL;DR

Premium Client Manager (Fintech): Managing a portfolio of high-value traders to drive revenue growth and enhance client experience with an accent on relationship management and community building. Focus on expanding the HNWI client book, organizing bespoke events, and increasing activity within the premium segment.

Location: Hybrid in Milan, Italy (3 days in office)

Company

A FTSE100 fintech leader operating across five continents, specializing in retail trading and investment since 1974.

What you will do

• Manage a portfolio of 150 premium clients, ensuring high retention and activity.
• Drive revenue growth through strategic upselling, cross-selling, and acquiring new high-value traders.
• Conduct a minimum of 45 in-person client meetings per quarter to build trust-based relationships.
• Host 12 annual client events, including webinars and educational sessions, to foster community engagement.
• Collaborate with internal teams to deliver bespoke services to High Net Worth Individuals.

Requirements

• Minimum 3 years of experience in premium client management within financial services.
• Deep expertise in leveraged trading products (CFDs, forex, derivatives).
• Proven track record of managing HNWI relationships and meeting aggressive revenue targets.
• Bachelor's degree in Finance, Economics, or a related field.
• Fluency in both English and the local language (Italian) is mandatory.
• Must be based in or able to work from the Milan office (Hybrid).

Nice to have

• An established network of clients that can be brought to the role.

Culture & Benefits

• Hybrid work model with 3 days in the office to balance collaboration and flexibility.
• Tailored development programs and mentoring opportunities with company leaders.
• Clear career progression paths and professional growth opportunities.
• Access to internal committees, sports, and social clubs.
• Extra time off for volunteering and community work.