Wealth Management

3 giorni fa

Milano, Italia Tn Italy A tempo pieno

col-wideJob Description:

This is a great opportunity to join Market Supervisory Management team in Milan.
As a Market Supervisory Manager Vice President in Market Supervisory Management team you will be responsible for supporting the Wealth Management activities in Milan.
Job responsibilities
Escalate issues to senior management within all areas of the 1st, 2nd and 3rd lines of defense
Provide 1st level control and oversight of the investment business
Review and assess client trading activity and any potential suitability issues on a pre-execution basis
Review and assessment of client suitability profiles based on data collected from clients and the front office
Review and assess investment concentration issues in client accounts
Review and assess Email communications which trigger against firm wide policies
Review materials provided to clients to ensure they are appropriate and aligned to the clients investment objectives and needs
React to, manage and handle potential client situations . trading errors or client complaints
Attend front office meetings to provide relevant feedback and stay apprised of their current priorities
Perform change management in respect of changes in policies / procedures / processes where these relate to investment activities . implementation and training on enhanced suitability framework; new trading protocol; etc.
Investigate and report on Operational Risk
Required qualifications, capabilities, and skills
At least 5 years of experience with financial institutions in first line of defense oversight and control, supervisory risk and control or related functions
Bachelor's degree in business, finance, or related field
A self-motivated individual who is enthusiastic and has a keen interest in risk and control frameworks as well as the regulatory landscape
Excellent organizational skills and attention to detail, including the ability to manage multiple work-streams to tight deadlines and re-prioritise as required
Think like an owner with a business mind-set and able to deal with issues independently
A strong interest in and sound understanding of financial markets, products and wealth management is prerequisite for any potential candidate
Strong and proven experience gained within a financial institutions including monitoring experience
Strong communication and negotiation skills: the role will involve communicating with employees of varying levels, with diverse roles and different native languages
Preferred qualifications, capabilities, and skills
Fluency in English and language of the platform. Other languages are a bonus

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