Milan Wealth Management

7 giorni fa

Milano, Lombardia, Italia Rothschild & Co A tempo pieno
About Us


Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.


Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.


We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.


As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued.

We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Rothschild & Co

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients' business and wealth.


As a family-controlled business that has been at the centre of the world's financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

Rothschild & Co Wealth Management


Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth.


We provide a comprehensive range of private wealth services to some of the world's wealthiest and most successful families, entrepreneurs, foundations, and charities.

In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

*This role will have an immediate start*The role is part of the broader Operations Department and entails performance of periodic/daily tasks across all main operations functions as well as liaising with internal clients from front office. The role also includes contributing to enhance processes efficiency and projects/strategic initiatives.

Responsibilities:

  • Monitor completeness of daily reconciliations of clients' money and assets.
  • Review of securities prices for client portfolio valuations.
  • Production and delivery account statements of client portfolios.
  • Setup client portfolios into the operating system.
  • Monitor trading execution and delivery contract notes to clients.
  • Client payment orders monitoring liaising with Custodian, Client Advisers and Outsourcer.
  • Support Operations Team on new projects/initiatives.
Experience, Skills and Competencies Required

  • Bachelor's degree level or equivalent (recent graduates or students who only must discuss their final dissertation)
  • Strong interpersonal skills foster and grow internal (and external) relationships.
  • Strong organisational skills.
  • Reliable, conscientious, and professional with high level of professional integrity.
  • Strong analytical and attention to detail skills.
  • Flexibility, "cando" attitude with high quality standards.
  • Excellent communication skills verbal and written (both Italian and English); professional manner; ability to articulate complex issues in a clear and concise manner.

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