Offerte di lavoro wealth – Milano

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

We are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over £7.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are...

Milan, Metropolitan City of Milan, ItalyLa preghiamo di leggere attentamente le informazioni contenute in questo annuncio di lavoro per comprendere esattamente cosa ci si aspetta dai potenziali candidati.We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy.This is a unique opportunity to...

OverviewWe are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and...

Sede: Milano (smartworking in modalit e0 ibrida)Ha le carte in regola per avere successo? Le seguenti informazioni devono essere lette attentamente da tutti i candidati. Settore: Consulenza direzionale e IT per il settore bancarioSiamo alla ricerca di un Senior Consultant con 1-6 anni di esperienza in progetti complessi di Wealth Management e Digital...

What impact will you make? Experienced - Wealth Management Stiamo cercando una figura di Senior Consultant da inserire nel team WM, IM & INSURANCE di Deloitte nella sede di Milano, che lavorerà in modalità Hybrid. La risorsa sarà coinvolta in progettualità strategiche di trasformazione presso primari clienti del settore bancario, dell'asset management...

Il range retributivo indicato rappresenta la fascia prevista per il ruolo. L’offerta finale sarà definita in base a esperienza, competenze e livello di responsabilità. Per dettagli su benefit e pacchetto complessivo, consulta la sezione ‘Cosa offriamo’Consulti la panoramica del ruolo qui sotto. Se è sicuro/a di possedere le giuste competenze ed...

UniCredit cerca un Wealth Customer Manager per rafforzare il team Wealth Management.I candidati sono invitati a leggere attentamente tutti gli elementi di questo annuncio. La preghiamo di inviare la sua candidatura tempestivamente.Il ruolo supporta i Banker nelle attività amministrative e operative della clientela di alto profilo, garantendo qualità e...

About usTraditional banking has never really given you control over your financial life. Satispay exists to change that: to empower people through finance. That means making financial services easy and accessible for over 6.5M users. We started with payments, then benefits, investing, cards... and we’re not done. Not even close. We follow the same logic...

Per un nostro cliente operante nel settore bancario, ricerchiamo un/una Financial Advisors & Wealth Growth Manager, a riporto del Financial Advisors & Wealth Commercial Director, che sarà responsabile del raggiungimento degli obiettivi di reclutamento e dello sviluppo della rete dei consulenti finanziari. La figura supervisionerà la definizione delle...

HypoVereinsbank cerca un Network Development Specialist per rafforzare la rete commerciala nel wealth management. Verranno gestiti reclutamento di consulenti finanziari e definizione delle provvigioni, con attenzione alle normative e al rapporto contrattuale. Si richiede almeno 2 anni di esperienza in banche o intermediari, ottime doti relazionali e un...

UniCredit è una banca pan-europea leader che opera in Italia, Germania, Austria e oltre, impegnata a offrire soluzioni e servizi di alta qualità ai clienti Privati e Wealth Management. Il ruolo di Network Development Specialist rientra nel dipartimento Wealth Management e prevede la gestione di processi di reclutamento, definizione contrattuale e controllo...

Associate/Senior Associate, Wealth Management Solutions, Southern Europe Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future....

Описание: Traditional banking has never really given you control over your financial life. Satispay exists to change that: to empower people through finance. That means making financial services easy and accessible for over 6.5M users. We started with payments, then benefits, investing, cards... and we’re not done. Not even close. We follow the...

About us Traditional banking has never really given you control over your financial life. Satispay exists to change that: to empower people through finance. That means making financial services easy and accessible for over 6.5M users. We started with payments, then benefits, investing, cards... and we’re not done. Not even close. We follow the same logic...

A digital wealth management firm based in Milan is seeking an Investment Consultant to join their Advisory team. This role involves engaging with retail clients through various remote channels to support their investment journeys. Candidates should have a Master's degree in economics or finance, along with 1-2 years of experience in a financial institution....

Are you curious and ready to accept a new challenge in your career? Are you eager to join a dynamic company and bring innovation through your work and skills?Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.Among the European leaders in Wealth...

A modern investment firm in Milan is seeking a Reporting Intern to support wealth-reporting activities. The intern will manage data loading, ensure accuracy, and collaborate with the tech team on integration tasks. Candidates should have a Master's degree in Finance or related fields, and familiarity with fintech is advantageous. This role is ideal for...

Offerta di Lavoro Nota Banca Indipendente, ci ha incaricati di avviare un piano di sviluppo della sua area PRIVATE che prevede l’inserimento di nuove sedi di lavoro a Bologna . Il progetto si rivolge a PRIVATE BANKER (anche come dipendenti se già lo si è) che, utilizzando appieno le ultime tecnologie, desiderano costruire piani di investimento...

Generali is seeking a specialist for the Family Protection & Planning Unit in Italy to advise on asset protection and generational handover planning. You will analyze civil and tax matters related to wealth transfer and work with senior professionals to provide asset protection strategies. A starting gross annual salary of €55.000 is offered, with the...