Lavori attuali relativi a Private Banker Assistant - Milano - Lombard Odier Group
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Private Banker Assistant
8 ore fa
milano, Italia Lombard Odier Group A tempo pienoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: Milantime type: Full timeposted on: Posted Todayjob requisition id: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative
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Private Banker
3 ore fa
Milano, Lombardia, Italia IW Private Investments A tempo pienoHo l'obiettivo di rafforzare il Team di persone che coordino e sono alla ricerca di Professionisti del mondo Finanziario che abbiano instaurato un duraturo rapporto di fiducia con la clientela e che abbiano competenze ed esperienze nella gestione del risparmio.Professionisti ricercatiPrivate Banker iscritti all'albo OCFDipendenti Bancari motivati ad...
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Private Banker Assistant
8 ore fa
milano, Italia Lombard Odier Group A tempo pienoA global wealth management firm is seeking a Private Banker Assistant for a 6-month contract in Milan. The role involves supporting Private Bankers with administrative duties related to client accounts and managing workflows. Candidates should be fluent in English and have a degree. The ideal applicant will have experience in a multicultural setting,...
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Private Banker
3 ore fa
Milano, Lombardia, Italia TNB Project A tempo pienoDescrizioneAzimut è uno dei principali gruppi indipendenti del risparmio gestito a livello globale.Nato in Italia e presente in oltre 19 Paesi nel mondo, il Gruppo gestisce miliardi di euro per famiglie, imprenditori e investitori istituzionali, con un modello unico fondato su indipendenza, imprenditorialità e innovazione.Azimut si distingue perché...
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Private Banking Assistant
1 giorno fa
milano, Italia Lombard Odier A tempo pienoA global asset management firm is seeking a Private Banker Assistant for a 6-month contract in Milan, Italy. This position involves supporting Private Bankers with client
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Senior Private Banker
8 ore fa
milano, Italia ARTEMIS S.r.l. A tempo pienoSi ricercanoSenior Private Banker nella città diMilano per conto di unaBanca Privata Italiana . Si tratta di una storica boutique finanziaria indipendente che gestiscegrandi patrimoni . Sede di lavoro: Milano centro Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito, mandato di Agenzia a P.Iva, contratto ibrido...
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Senior Private Banker
28 minuti fa
milano, Italia ARTEMIS S.r.l. A tempo pienoSi ricercanoSenior Private Banker nella città diMilano per conto di unaBanca Privata Italiana . Si tratta di una storica boutique finanziaria indipendente che gestiscegrandi patrimoni . Sede di lavoro: Milano centro Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito, mandato di Agenzia a P.Iva, contratto ibrido...
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Private Banker Assistant
3 ore fa
Milano, Lombardia, Italia Lombard Odier Group A tempo pienoA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
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Senior Private Banker
3 ore fa
Milano, Lombardia, Italia TNB Project A tempo pienoDescrizione dell'aziendaTNB è una banca fintech che vede come azionisti di maggioranza il gruppo Azimut e il Fondo Strategico Italiano (FSI).Descrizione del ruoloCerchiamo un senior private banker per unirsi al nostro team con sede di lavoro a Milano. In questo ruolo a tempo pieno e con modalità di lavoro ibrida, sarai responsabile della gestione di...
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milano, Italia ARTEMIS S.r.l. A tempo pienoSi ricercano Senior Private Banker in Lombardia, Emilia-Romagna, Veneto e Friuli per conto di uno storico Multi Family Office . Sede di lavoro: Milano e Italia (possibile apertura ad hoc della filiale per il nuovo professionista) Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito oppure mandato di Agenzia a P.Iva...
Private Banker Assistant
43 minuti fa
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. “Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Private Banker Assistant (6-month contract) Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective. YOUR ROLE: Support Private Bankers with administrative duties pertaining to the clients’ accounts Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, act as first contact for all administrative KYC file documentation Process transfer orders and deal with client correspondence and all administrative matters Ensure appropriate filling/recording of documentation of all client account documentation Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.) Support COO in operational matters including change management (e.g. regulatory) and strategy. Assist in the implementation of remediations and projects linked to client related topics Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management Support to Compliance department on tasks related to onboarding and account monitoring YOUR PROFILE: Qualification / education : Fluent in English Bachelor Degree Level a plus Experience Working in an international, multicultural environment History of direct client interaction and ability to maintain a professional approach at all times Competencies / soft skills: Organization with ability to prioritize workload accordingly A first-rate communicator Detailed-oriented Client oriented Stress resilient Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
