Intesa Sanpaolo S.p.A.
The role involves managing and developing a portfolio of Affluent clients, providing personalized high-value advice on wealth, financial, and insurance needs. The position focuses on client relationship growth and retention through a consultative approach, utilizing innovative digital tools and dedicated solutions. The role requires analyzing clients' financial situations and offering tailored investment and savings advice to meet their evolving goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Intesa Sanpaolo S.p.A..