Role and job description Director, appointed as Senior Relationship Manager, based out of the Milan and Bologna offices with a focus on wealth management for Independent wealthy - High Net and Ultra High Net clusters.Alongside my current position, I manage the portfolio in cooperation with UHNW and institutional divisions and I work to create M&A transaction opportunity including origination of corporate finance activity on referenced entrepreneurs.Strong personal relationship… Show more Role and job description Director, appointed as Senior Relationship Manager, based out of the Milan and Bologna offices with a focus on wealth management for Independent wealthy - High Net and Ultra High Net clusters.Alongside my current position, I manage the portfolio in cooperation with UHNW and institutional divisions and I work to create M&A transaction opportunity including origination of corporate finance activity on referenced entrepreneurs.Strong personal relationship with institutional clients and UHNW entrepreneurial families of center and norther of Italy and a constant scouting activity allowed me to be identified as referenced wealth advisor with a specific focus on corporate finance transactions.Relationship Management and customer needs analysis are headed in relation to products and investment solutions more appropriate to reach ordinary and extraordinary goals through specific knowledge and skills.Personal activity is focused on Fashion and Luxury market opportunity through the analysis of specific market and a structured prospecting activity achieved by personal contacts and relationships, qualified referrals and external providers, aimed to identify best cases that have allowed me, in the last 5 years, the origination of M&A opportunity and revenues for the corporate finance team, the acquisition of new clients (HNWI and UHNWI) and the origination of net new money (NNM).- Brand growth trend monitoring;- Advising brand with significant growth rate, intercepting potential M&A transactions;- Lead and setup project of a specialized bank’s team dedicated to FASHION & LUXURY whose activity is focused on companies producing premium and luxury products with an advanced internationalization process and a strong orientation towards geographical growth, and family/industrial assets that present inheritance issues. Show less