Private Banker — Wealth Strategy for HNWI
3 settimane fa
Un'importante azienda nel settore finanziario cerca un Private Banker a Milano. Il candidato sarà responsabile della gestione dei portafogli dei clienti e della consulenza in materia di investimenti. Si richiede una laurea in Finanza o Economia, competenze nella pianificazione finanziaria e nella gestione di clienti high-net-worth. L'azienda offre un percorso di inserimento strutturato e opportunità di crescita in un ambiente ibrido e dinamico.#J-18808-Ljbffr
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Private Banker
3 settimane fa
WorkFromHome, Italia TNB Project A tempo pienoAzimut 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 suindipendenza, imprenditorialità e innovazione . Azimut si distingue perché ètotalmente...
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Remote Private Wealth Growth Manager
2 settimane fa
WorkFromHome, Italia HI Partners A tempo pienoA globally recognized investment firm is seeking a Business Development Manager focused on acquiring high-net-worth clients in Italy. This entrepreneurial role offers flexibility, allowing you to manage your own schedule and acquisition strategy without cold calling. Suitable candidates will have over 5 years in sales or business development, be fluent in...
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Business Development Manager
2 settimane fa
WorkFromHome, Italia Randstad Professional Italia A tempo pienoBusiness Development Manager (Private Wealth - Italian Market) HI Partners appcast.io Business Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an...
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Fractional Wealth Planner: AI-Powered Tax
3 settimane fa
WorkFromHome, Italia Founders Factory A tempo pienoA leading consulting venture is seeking a founding wealth planner to design an AI platform for high-net-worth individuals. This part-time role requires 5+ years in wealth planning and a proven ability to translate complex cases into AI-readable scenarios. The ideal candidate will have a founder mindset, strong succession planning expertise, and a network in...
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Remote Private Wealth BD Manager, Italian Market
2 settimane fa
WorkFromHome, Italia Randstad Professional Italia A tempo pienoA leading investment firm is seeking a motivated Business Development Manager to expand its private wealth client base in Italy. This remote role focuses on identifying and converting high-net-worth individuals into clients without the need for cold calling. The ideal candidate will have over 5 years of sales experience in financial services, strong...
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Fractional Wealth Planner: Tax
3 settimane fa
WorkFromHome, Italia Founders Factory A tempo pienoAn innovative venture studio is seeking a founding wealth planner to design a scenario engine for wealth management. This role involves developing tax and succession planning scenarios and collaborating with an experienced team to create AI-driven insights. The position offers part-time consulting with potential for full-time conversion and equity after...
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Business Development Manager
2 settimane fa
WorkFromHome, Italia HI Partners A tempo pienoBusiness Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. Fluency in Italian and English is required. THE ROLE In this entrepreneurial role, your focus will be...
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Business Development Manager
3 settimane fa
WorkFromHome, Italia HI Partners A tempo pienoBusiness Development Manager (Private Wealth - Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on...
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Business Development Manager
2 settimane fa
WorkFromHome, Italia HI Partners A tempo pienoBusiness Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an exceptional opportunity for a motivated professional who dreams of financial freedom,...
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Assistant Wealth Manager
3 settimane fa
WorkFromHome, Italia Jobbit A tempo pienoAssistant Wealth Manager - Family Office (Vicenza) Responsibilities Predisposizione e gestione, in autonomia, della contrattualistica, compilazione e gestione questionari Mifid, antiriciclaggio, Fatca (W8BEN) e CRS e relative profilazioni Relazionarsi con le banche depositarie per gestire anomalie relative movimenti finanziari, domestici e internazionali...