Consultant - Wealth And Asset Management

1 mese fa


Milano, Italia Https:Www.Energyjobline.ComSitemap.Xml A tempo pieno

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 SKILLS: Excellent diagnostic and problem solving skills Communication and organization of own work Time management and aptitude for teamwork LOCATION: Milan/Bologna WHAT WE OFFER: 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.
#J-18808-Ljbffr



  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Main Mission: This role is designed to provide administrative and operational support to Wealth Managers in managing High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) clients.Key Responsibilities:Support Wealth Managers in preparing client meetings, ensuring compliance and completeness of client files, portfolio situations, and...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Role OverviewThis is a unique opportunity to join the team at Indosuez Wealth Management as a Wealth Management Assistant. The successful candidate will provide administrative and operational support to our Wealth Managers, ensuring seamless day-to-day operations and delivering exceptional client service.

  • Senior Consultant

    1 mese fa


    Milano, Lombardia, Italia Prometeia A tempo pieno

    About the RoleWe are seeking a highly skilled and experienced Wealth and Asset Management Specialist to join our team at Prometeia. As a key member of our consulting team, you will be responsible for providing expert advice and guidance to our clients on wealth and asset management strategies.Main ResponsibilitiesAnalysis and benchmarking of investment...


  • Milano, Lombardia, Italia Aretè & Cocchi Technology A tempo pieno

    Role OverviewWe are seeking a highly motivated and detail-oriented Junior Wealth and Asset Management Professional to join our team. As a key member of our Wealth Management department, you will support project managers on consulting projects for leading financial intermediaries.Key ResponsibilitiesSupport project managers on consulting projects for leading...


  • Milano, Italia Https:Www.Energyjobline.ComSitemap.Xml A tempo pieno

    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...

  • Junior Investment Advisor

    4 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryWe are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Main ResponsibilitiesAnalyze...

  • Investment Advisor

    1 mese fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job DescriptionAs a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers. Your main mission will be to assist Investment Advisors in the preparation of investment proposals, risk analysis, and portfolio construction activities.Key Responsibilities:Analyze asset allocation...


  • Milano, Italia Prometeia A tempo pieno

    ```htmlAre 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...


  • Milano, Lombardia, Italia Prometeia A tempo pieno

    Unlock Your Potential with PrometeiaAre you a curious and ambitious professional looking to make a meaningful impact in the world of finance? Do you want to be part of a dynamic company that values innovation and growth? Look no further than Prometeia, a leading provider of Enterprise Risk Management and Wealth & Asset Management solutions.Main...


  • Milano, Italia Aretè & Cocchi Technology A tempo pieno

    Junior Consultant Wealth and Asset Management Junior Consultant - Wealth and Asset Management  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...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Business typeTypes of Jobs - Economic and Financial AnalysisJob titleContract typeInternship/TraineeTerm (in months)6Job summaryYou will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.Under the supervision of the Head of Investment...

  • Investment Advisor

    4 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job DescriptionAbout the RoleWe are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Key...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Business typeTypes of Jobs - Economic and Financial AnalysisJob titleContract typeInternship/TraineeTerm (in months)6Job summaryYou will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients.Under the supervision of the Head of Investment...

  • Product Analyst

    4 mesi fa


    Milano, Italia Prometeia A tempo pieno

    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.One of the European leaders in Enterprise Risk...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Business type Types of Jobs - Economic and Financial Analysis Job title Contract type Internship/Trainee Term (in months) 6 Job summary You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients. Under the supervision of the Head of...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Business type Types of Jobs - Economic and Financial Analysis Job title Contract type Internship/Trainee Term (in months) 6 Job summary You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients. Under the supervision of the Head of...


  • Milano, Lombardia, Italia Https:Www.Energyjobline.ComSitemap A tempo pieno

    Job SummaryWe are seeking a highly skilled Senior Wealth and Asset Management Specialist to join our team at Prometeia. As a key member of our business intelligence, data mining, and banking process consulting teams, you will be responsible for analyzing and benchmarking investment products, supporting intermediaries' operational processes, and conducting...


  • Milano, Lombardia, Italia Https:Www.Energyjobline.ComSitemap A tempo pieno

    About the RoleAre you looking for a challenging opportunity to innovate and grow in a dynamic company?Prometeia is a leading Enterprise Risk Management and Wealth Asset Management solutions provider, seeking a talented professional to join our teams specializing in business intelligence, data mining and banking process consulting.Main Responsibilities•...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Description du poste You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients. Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work in direct support of our Portfolio Managers to discover the...


  • Milano, Italia Indosuez Wealth Management A tempo pieno

    Description du poste You will join our Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients. Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work in direct support of our Portfolio Managers to discover the full...