Offerte di lavoro wealth – Napoli

Description :This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building relationships with Advisor teams, clients, prospects, and...

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...

Registered Wealth Management Client Associate Open Full-time Pay not stated Open — Bank of America has a posting for this job. Posted 17 Mar 2025. This posting Opens ghr.wd1.myworkdayjobs.com. Talentify has not checked who owns that address. You apply there — Talentify never asks for an account or a CV. About this job Job Description: Merrill Wealth...

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support Financial Advisors with onboarding, client service, and product delivery. The role emphasizes building trust through transparent advisory services and strong client communications. The position requires registration (Series 7, 63/65 or 66) and a background in...

Prometeia is seeking a candidate to join the Wealth Management/Private Banking team in Bologna. You will support project managers on consulting projects for leading financial intermediaries, performing financial model development, requirements drafting and project coordination. The ideal candidate holds a postgraduate or PhD in Mathematics, Physics, Finance...

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...

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...

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. RESPONSIBILITIES * ETL Pipeline...

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 **** professionals working for more than 500 clients in 20 countries around the world.RESPONSIBILITIES:ETL Pipeline...

Merrill Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. This role provides client service support to multiple Financial Advisors, supporting enterprise objectives and client advocacy within the FA's business. The position emphasizes delivering tailored solutions while...

Questa posizione è in Banca Ifis Il processo di selezione sarà interamente gestito Banca Ifis. -- Fürstenberg SIM is the company responsible for the Wealth Management of the Ifis Group, part of an advanced wealth management project, where professionals aspiring to operate with high-quality standards will be able to contribute to value creation by...

WeHunt sta sviluppando un progetto nel mercato dell’arte antica e contemporanea, mirando a creare relazioni durature con collezionisti, family offices e wealth manager. Il Responsabile Art Advisory & Private Sales accompagnerà la crescita del portafoglio, attivando partnership qualificate e gestendo operazioni di acquisto e vendita con autonomia...

Tipo di Funzione Crédit Agricole S.A. - Finanza / Contabilità / Controllo di Gestione Contratto Data prevista per l'ingresso Posizione da Responsabile Mission del ruolo * · Partecipare alle chiusure mensili e garantire la produzione di report periodici * · Contribuire all’elaborazione degli obiettivi di budget * · Supportare il team nella gestione...

Banca Generali ( www.bancagenerali.com ), the leading private bank in Italy for client financial planning and wealth management through a network of private Financial Advisors at the top of their field in terms of expertise and professionalism, is looking for a PMO to be introduced in Milan office, inside Project Governance Unit. Project Governance unit is...

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...

We 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 we are...

La posizione Il nostro cliente sta sviluppando un progetto imprenditoriale nel mercato dell’arte antica e contemporanea, attraverso un modello che integra l’acquisto e la vendita di opere per conto proprio con servizi di art advisory e intermediazione per clientela privata. Il progetto dispone già di un portafoglio di opere e prevede la realizzazione di...

Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over...

Job Description Banca Generali ( a Private Bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for a Senior Digital Platform Specialist for its Milan office. The Digital Platform structure has the...

Supporto alle attività commerciali dei banker e della loro clientela nel settore Private Banking & Wealth Management.Gestione autonoma di apertura/chiusura conti, onboarding, successioni, pagamenti, carte, assegni, ordini, trasferimenti di portafoglio e corporate actions.Controllo giornaliero delle operazioni.