Customer Assistant Private Banking/wealth

1 settimana fa

Milano, Lombardia, Italia UniCredit Bank A tempo pieno
Posizione

  • Would you like to be part of a challenging environment that provides customers highly specialized advice and a wide range of exclusive tailormade solutions?
  • In the position of Customer Assistant you will have the possibility to interact with clients of every generation requesting exclusive sustainable advice and services focused on their specific needs and priorities.
  • You will also have the opportunity to build the foundation of your career path starting the first milestone to set up a future as Private/Wealth Management Banker.

Your responsibilities
- acquire a deep knowledge on private and wealth management business
- develop technical skills and expertise in the area of investments and products
- build a solid base on project management and commercial planning, working on the strategy and implementation of business development, analyzing the market and main competitors

Requisiti

What you'll need to succeed:

  • Marked client attitude and ability to work under pressure
  • Relational and networking skills
  • Being goal oriented with sustainable risk management approach
  • Analytical approach
  • Excellent Academy records
  • Degrees in Finance, Economics, Management, Statistics or Law
  • Fluency in English

What you'll get in return:

  • We offer an apprenticeship contract in the banking industry and a development path into Wealth Management & Private Banking business in which starting with the customer assistant role you'll get the opportunities to unleash your full potential, develop strong knowledge in service and products and kickoff your career.
  • Moreover, we offer:
  • Healthcare and wellness your health and wellbeing is important to us. That's why you will get benefits like health insurance, a comprehensive pension scheme and discounted access to sports and wellness offers.
  • Worklife balance flexible schedules, sabbaticals and the right to special leaves (e.g. for most relevant life events) make this balance possible.
  • Competitive compensation package we provide our employees not only with competitive salary packages but also with our free of charge account, extensive insurance offers as well as other bank services benefits.
  • Dynamic environment you will be part of an international, collaborative and supportive environment where people matter. A place where people know that they are valued not only for what they do, but also for who they are.
Esperienza

Not Important

Formazione

University

  • Wealth Management

    1 settimana fa

    Milano, Lombardia, Italia Wyser A tempo pieno

    Per il nostro cliente, nota società di consulenza manageriale per le Financial Institution, siamo alla ricerca di:**WEALTH MANAGEMENT - BUSINESS ANALYST / PROJECT MANAGER**La risorsa, inserita nell'area Wealth Management, specializzata nel supportare i principali attori, collaborando con Banche Reti, Banche Private e Asset Manager, offrendo servizi di...

  • General Manager Projects Assistant

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    General Manager Projects Assistant (VIE)M/F Business typeTypes of Jobs - General ManagementJob titleGeneral Manager Projects Assistant (VIE) M/FContract typeVIE ProgrammeJob summary Your mission : The resource will support directly the local General Manager and will be involved in the following activies: Collaborate with the supervisor on activities to...

  • General Manager Projects Assistant

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    General Manager Projects Assistant (VIE) M/F Business typeTypes of Jobs - General ManagementJob titleGeneral Manager Projects Assistant (VIE) M/FContract typeVIE ProgrammeJob summary Your mission : The resource will support directly the local General Manager and will be involved in the following activies:Collaborate with the supervisor on activities to...

  • Head of Private Banking

    1 settimana fa

    Milano, Lombardia, Italia Norman Alex A tempo pieno

    Our client is a major player in wealth management at international level with well-known reputation. We are actively looking for to launch the private banking activity in Italy from scratch an exceptionally talented manager who is passionate by finance business with a solid relationship skills capable to manage a team of bankers and develop a portfolio of...

  • Junior Client Service Officer M/F

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Types of Jobs - Sales / Customer ServiceJob titleJunior Client Service Officer M/FContract typeInternship/Trainee19/02/2024Job summaryThe main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients.The main activities carried out by the resource are listed below:Support WMs in the preparation of...

  • Client Service Office

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    du poste- La missione principale è quella di fornire supporto amministrativo e operativo ai Wealth Manager (WM) e ai Consulenti Finanziari Abilitati all'offerta fuori sede (CFA) nella gestione di clientela di tipo HNWI e UHNWI. A titolo di esempio si riportano le principali attività che la risorsa potrà svolgere in affiancamento al tutor o ad altre...

  • Wealth Manager

    1 settimana fa

    Milano, Lombardia, Italia LGA HUMAN RESOURCES A tempo pieno

    **Wealth Manager - Private Banking****Missione**:Siamo alla ricerca di una risorsa con un forte orientamento all'acquisizione di nuova clientela, che avrà la responsabilità di accrescere il portafoglio assegnatogli, con la possibilità di offrire la gamma di prodotti e servizi dell'Istituto.**In particolare la risorsa si occuperà di**:- Garantire il...

  • Banker Private e Wealth

    1 settimana fa

    Milano, Lombardia, Italia UniCredit Bank A tempo pieno

    Posizione- 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.- A tal fine- **stiamo cercando****professionisti con pluriennale...

  • Banking Remote Advisor Assistant Categorie Protette

    1 settimana fa

    Milano, Lombardia, Italia SINTEX SELEZIONE PERSONALE SRL A tempo pieno

    BANKING REMOTE ADVISOR ASSISTANT**categorie protette (Lg. 68/99) RIF. C-1486**:Per importante realtà bancaria italiana, ricerchiamo e selezioniamo un/unaBANKING REMOTE ADVISOR ASSISTANTappartenente alle categorie protette (Lg. 68/99)REQUISITILaurea (in materie economiche/finanziarie o giuridiche)Breve esperienza pregressa in un ruolo commerciale (anche in...

  • Assistente Ai Consulenti Finanziari

    1 settimana fa

    Milano, Lombardia, Italia HUNTERS GROUP A tempo pieno

    Per azienda leader nell'asset management, nel wealth management e corporate investment banking al servizio di privati e imprese.**Posizione**:- La risorsa, inserita nel team Banking Relations e Assistenza Rete, si occuperà di:_- Fornire assistenza telefonica e via mail ai Consulenti Finanziari della struttura;- Gestire chiamate telefoniche...

  • Private Insurance Assistant

    1 settimana fa

    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    La risorsa verrà inserita nel team Wealth Planning and Private Insurance la cui mission consiste nel supportare le figure commerciali della Banca (Wealth Manager) nelle relazioni con la clientela per quanto concerne i fabbisogni assicurativi e le problematiche aventi impatti di natura fiscale.Con particolare riferimento ai prodotti assicurativi, le...

  • Personal Assistant – Banking Sector

    1 settimana fa

    Milano, Lombardia, Italia Adecco Italia spa A tempo pieno

    Personal Assistant – Banking Sector Funzione: assistente di direzioneCategoria: Segreteria / Servizi GeneraliInizio previsto: 01/07/2024Luogo di lavoro: Milano, MilanoAdecco Credit & Banking is hiring for a European asset managerPersonal Assistant – Banking SectorYour Role and Responsibilities:Acting as Personal Assistant you will support the managing...

  • Pm (PMO) Banking(Mi003)

    1 settimana fa

    Milano, Lombardia, Italia RL Italia s.r.l. A tempo pieno

    RL Italia s.r.l., azienda di Servizi IT con sede a Roma e Milano, operante su tutto il territorio nazionale, ricerca per inserimento nel proprio organico 1 PM (pmo) Banking. Si richiede disponibilità immediata o a breve.**Competenze richieste**: La risorsa sarà inserita all'interno di complessi progetti presso importanti istituti di credito e coinvolta in...

  • Supporto Team Legal

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    du poste- La risorsa sarà inserita nel team Legal della Banca fornendo supporto a tutte le attività dell'ufficio quali:- contrattualistica con i clienti - con particolare focus su attività di credito- contratti con controparti- gestioni reclami- preparazione di pareri destinati al front office- analisi delle novità normative per le materie di interesse-...

  • Personal Assistant – Banking Sector

    1 settimana fa

    Milano, Lombardia, Italia Adecco Italia S.P.A. A tempo pieno

    Adecco Credit & Banking is hiring for a European asset managerPersonal Assistant – Banking SectorYour Role and Responsibilities:Acting as Personal Assistant you will support the managing team with complex diary management, travel arrangements and any logistic that may be required, preparation of external/internal correspondence, coordination of meetings,...

  • Supporto Team Legal

    1 settimana fa

    Milano, Lombardia, Italia CA Indosuez Wealth (Group) A tempo pieno

    General information:Entity :Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management...

  • Personal Assistant – Banking Sector

    1 settimana fa

    Milano, Lombardia, Italia Adecco Italia S.P.A. A tempo pieno

    Adecco Credit & Banking is hiring for a European asset managerPersonal Assistant – Banking SectorYour Role and Responsibilities:Acting as Personal Assistant you will support the managing team with complex diary management, travel arrangements and any logistic that may be required, preparation of external/internal correspondence, coordination of meetings,...

  • Customer Banking

    1 settimana fa

    Milano, Lombardia, Italia Confidenziale A tempo pieno

    Confidenziale di Milano Contact, ricerca per prestigioso Contact Center di LEGNANO:Addetti al Call Center per Assistenza Telefonica INBOUND in ambito bancario, assistenza telefonica di tipo informativo e dispositivor>Le risorse selezionate si occuperanno di offrire assistenza e supporto ai clienti in merito ai servizi sottoscritti in ambito BANCARIOr>Si...

  • Milan Wealth Management

    1 settimana fa

    Milano, Lombardia, Italia Rothschild & Co A tempo pieno

    About UsRothschild & 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...

  • Private Banker

    4 settimane fa

    Milano, Lombardia, Italia Cherry Bank A tempo pieno

    Cosa stiamo cercandoPer sostenere la crescita dell'azienda, stiamo ricercando alcuni Private Banker da inserire all'interno del Team Private Banking dell'Area Wealth Management di Cherry Bank S.p.A., con territori di riferimento: Bergamo e Brescia (non verranno prese in considerazione candidature da altri territori di riferimento).Di cosa ti occuperai•...