Consultant - Wealth and Asset Management

1 mese fa


Roma, Italia Prometeia A tempo pieno

Consultant - Wealth and Asset Management Are you curious, do you want to get involved, become part of a dynamic company and have the opportunity to innovate with 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 Enterprise Risk Management and Wealth & Asset Management solutions, Prometeia seeks a resource to join teams specializing in business intelligence, data mining and banking process consulting for Italian and international financial intermediaries. MAIN TASKS: Analysis and benchmarking of investment products with respect to performance, structure, and ESG approach Analysis to support intermediaries' operational processes Analysis of industry regulations Fundamental analysis of individual investment initiatives Audits of valuation processes Client interaction and participation in the drafting of business proposals and analysis/development of new business opportunities EDUCATION AND EXPERIENCE: Prior experience of at least 2/3 years, within consulting or Fintech companies or in the areas, Asset Management of financial intermediaries and SGRs Bachelor's or master's degree with excellent grades in economic-financial or management engineering disciplines Knowledge of MS OFFICE applications and relational databases Good knowledge of English, knowledge of a second foreign language appreciated SOFT SKILL: Excellent diagnostic and problem solving skills Communication and organization of own work Time management and aptitude for teamwork LOCATION: WHAT WE OFFER: COMPENSATION, WELFARE & BENEFIT Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people. SMART WORKING Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowerment of people. PEOPLE PROGRAM Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company. TRAINING Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market. WIN/WIN POLICY If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents. Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, carpooling... everything is just a click away. COMMUNITY Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, are stakeholders representing a great value for us, in terms of trust and collaboration. DIVERSITY We promote and respect equal opportunities and consider differences as a value. Diversity & Inclusion are fundamental values: from the selection phase to everyday life, also through dedicated training moments to develop individual sensitivities and unicities. IMPACT We responsibly take an active role towards the environment, the territories and the communities in which we operate. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards that recognizes the performance of the building in terms of energy and water savings, reduction of CO2 emissions, improvement of the ecological quality of the interior, materials and resources used. In the Sustainability Report we report the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda that, drafted by the United Nations in 2016, we have been supporting since 2020. life and job opportunities in our Group. Job offers and Career Test. Prom life and initiatives with universities. The stories of our people The Prometeia's newsletter for students. Stay tuned #J-18808-Ljbffr



  • Roma, Italia Banca Mediolanum A tempo pieno

    Wealth Planning Specialist Roma - Direzione Wealth Management Wealth Planning Specialist - Wealth Management Responsabilità primarie Società Banca Mediolanum Posizione Wealth Planning Specialist - Wealth Management Responsabilità primarie All'interno della Direzione Wealth Management, nel team Wealth Planning, si è alla ricerca di una persona da...


  • Roma, Italia Deloitte A tempo pieno

    What impact will you make? RISK ADVISORY Consultant -  Wealth Management & Insurance What Impact will you make? YOUR OPPORTUNITY Risk Advisory si propone come la risposta tempestiva e flessibile a tutte le criticità che potrebbero emergere in merito ai rischi d’impresa. Nel nostro team operano professionisti che hanno maturato...


  • Roma, Italia Cushman & Wakefield A tempo pieno

    **Job Title** Capital Markets Consultant **Job Description Summary** Cushman & Wakefield is looking for a Consultant to join the Capital Markets team. This full-time position will be based either in our Rome Office, and the resource will be involved in projects spanning the Office, Logistics and Retail asset classes. **Responsibilities include**: -...

  • Asset Management

    2 giorni fa


    Roma, Italia DGS S.p.A. A tempo pieno

    **DGS** fornisce servizi e soluzioni di valore in ambito **Cyber Security, Digital Solutions e Management Consulting**. Lo scopo che guida le nostre azioni è il pieno soddisfacimento delle esigenze del cliente, garantendo sempre l’assoluta eccellenza delle soluzioni e la massima affidabilità dei risultati. L’obiettivo è quello di progettare le...


  • Roma, Italia Banca Mediolanum A tempo pieno

    All'interno della Direzione Wealth Management, nel team Wealth Planning, si è alla ricerca di una persona da inserire con il fine di gestire le richieste della rete di vendita, derivanti dalla sottoscrizione del contratto di consulenza evoluta con riguardo alle attività di wealth planning, al servizio di pianificazione successoria su clienti in target. ...


  • Roma, Italia HypoVereinsbank A tempo pieno

    L’Investment Advisor comunica le strategie di mercato e le conoscenze sugli investimenti ai clienti e ai comitati di investimento nelle review di portafoglio e nei forum di investimento. Si consulta con i clienti per determinare i loro obiettivi di portafoglio e l'allocazione degli attivi a lungo termine. L'universo di investimento/prodotti comprende...


  • Roma, Italia TXT e-solutions SPA A tempo pieno

    HSPI SpA is a management consulting company founded in 2003 through the initiative of a small group of professionals with significant experience in leading multinational consulting companies. HSPI, thanks to the strong skills of the professionals who set it up, has always characterized for an operating model capable of integrating distinctive Management...


  • Roma, Italia Alten Italia S.P.A. A tempo pieno

    ALTEN Italia è alla ricerca di Temenos Wealth Management Analyst da coinvolgere nella divisione Financial Services – ramo IT La risorsa, in collaborazione con il team, si occuperà di implementazione, stesura della documentazione funzionale e dei requisiti funzionali in riferimento ad un progetto su tematiche di Wealth Management. Avrà la possibilità di...


  • Roma, Lazio, Italia United Nations Children's Fund A tempo pieno

    Job DescriptionDescription –>Since 2016, UNICEF is responding to the unique needs of adolescents and young people who are seeking asylum in Europe, on the move, stranded or pushed back. The operation established in Italy aims to provides support to the Government of Italy on children and young migrants and refugees, to ensure timely, equal and appropriate...


  • Roma, Italia Wyser A tempo pieno

    Wyser è il brand globale che si occupa di ricerca e selezione di profili di middle e senior management di Gi Group Holding, la prima multinazionale italiana del lavoro e una tra le principali realtà che offrono servizi e consulenza HR a livello globale. Asset Management Specialist - energie rinnovabili La figura riportando al Senior Asset Manager, ha...

  • Junior Analyst

    4 settimane fa


    Roma, Italia Prometeia A tempo pieno

    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. Prometeia Advisor Sim, a leading...


  • Roma, Lazio, Italia Food and Agriculture Organization A tempo pieno

    Job DescriptionDescription –>The Finance Officer (Treasury and Investment) reports to the Senior Finance Officer/Head of Treasury and Banking Operations Branch, Finance Division.Key Functions:Leads and/or participates in Finance Division teams, participates and provides financial expertise on Organization-wide committees or working groups, and/or...


  • Roma, Lazio, Italia Food and Agriculture Organization A tempo pieno

    Job DescriptionDescription –>The Finance Officer (Treasury and Investment) reports to the Senior Finance Officer/Head of Treasury and Banking Operations Branch, Finance Division.Key Functions:Leads and/or participates in Finance Division teams, participates and provides financial expertise on Organization-wide committees or working groups, and/or...

  • Asset/loan Manager

    4 settimane fa


    Roma, Italia Covisian Credit Management A tempo pieno

    **Covisian Credit Management S.p.A**., evoluzione della **CSS S.p.A.**, è da 30 anni tra i principali player del mercato italiano di gestione del credito. Siamo un gruppo di **500 professionisti **e, con tre sedi sul territorio nazionale, gestiamo oltre **40 Top Client**. La nostra vision è “reinventing credit management” ovvero implementare** modelli...


  • Roma, Italia TotalEnergies A tempo pieno

    **Pays** Italie **Lieu** Italy **Lieu de travail** ROMA-VIA VITTORIO VENETO(ITA) **Domaine** Projets Industriels **Type de contrat** CDI **Expérience** Minimum 3 ans - Almeno 2 anni di esperienza in ruoli analoghi. - Laurea magistrale in Ingegneria (meccanica, energetica, elettrica, gestionale, civile). - Comporterà un valore aggiunto l’aver...


  • Roma, Italia Avature A tempo pieno

    Almeno 2 anni di esperienza in ruoli analoghi. Laurea magistrale in Ingegneria (meccanica, energetica, elettrica, gestionale, civile). Comporterà un valore aggiunto l’aver conseguito un Master di specializzazione nelle energie rinnovabili. Conoscenza sia del mercato di riferimento che della regolazione e della normativa di settore. Ottima conoscenza della...

  • Banker Wealth Management

    2 settimane fa


    Roma, Italia HypoVereinsbank A tempo pieno

    Nell’ambito del piano UniCredit Unlocked, che ha l’obiettivo di mettere al centro i nostri clienti in tutto ciò che facciamo, vogliamo rafforzare la nostra rete commerciale con consulenti solidi e competenti, che sappiano offrire servizi di qualità e soluzioni personalizzate, su diverse piazze del territorio nazionale. Stiamo cercando professionisti...


  • Roma, Italia BNP Paribas A tempo pieno

    BNP PARIBAS ASSET MANAGEMENT - GROUP NETWORKS INTERNSHIP (CODICE OFFERTA: ITA001498) ** Descrizione **BNP Paribas Asset Management** è l’entità specializzata nella gestione del risparmio del Gruppo BNP Paribas, una delle principali istituzioni finanziarie del mondo. **Cosa fa la struttura **_Group Networks_** In estrema sintesi, l’ufficio si occupa...

  • Real Estate Asset Manager

    3 settimane fa


    Roma, Italia HipoGes Iberia A tempo pieno

    AXIS is a newly established independentservicer specializedin nonperforming exposures management and transactionadvisory, based on an initiative of a management team with relevantmarket experience andfully licensed under Italian public security Law (art.115 TULPS). With offices in Rome and in Milan, more than 68employees AXIS manages #20portfolios for...

  • Junior Consultant

    3 settimane fa


    Roma, Italia Prometeia A tempo pieno

    Junior Consultant - Financial Risk Management Are you curious? Would you like to get involved, become part of a dynamic company and have the opportunity to contribute to innovation with your work and your skills? Prometeia offers you growth and training opportunities in a Group with over 1000 professionals working with more than 500 clients in 20 countries...