Team Assistant, Wealth Management

1 mese fa

Milano, Italia Rothschild & Co A tempo pieno

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Job Title: Team Assistant

Division: Rothschild & Co Wealth Management

Location: Milan

Rothschild & Co

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.

With a team of 3,800 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and equity and debt financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

Rothschild & Co Wealth Management

Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.

We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long -term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

Great Wealth Managers must provide a first-class personal service, where team members truly know each client and understand their requirements, whilst also delivering on each client’s investment requirements. To achieve this, we adopt a collaborative approach, splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.

We are looking to recruit a high-caliber individual to join us to provide comprehensive professional secretarial and administrative support in our Wealth Management Division. For the right individual this will be a very challenging and rewarding role, an opportunity to fully utilize and develop their skills and also to learn about our business.

**Responsibilities**:
Corporate secretary
- Providing assistance with entity board meetings
- Providing assistance with regulatory reporting activities

Diary Management:

- Acting as the ‘gatekeeper’ e.g. understanding the people/organisation and protecting time in their diary; find that “extra hour a day”
- Preparing supporting documents ahead of each meeting and ensuring the schedule is adhered to, e.g. producing and/or collating papers, ensuring adequate prep time, sorting logistics
- Ensuring follow ups to meetings are agreed and actioned
- Anticipating and resolving issues in advance, e.g. conflicting meetings
- Thinking ahead, informing others of changes to schedule, e.g. meetings running late
- Taking responsibility for the smooth running and successful delivery of meetings and other events including attendees. papers, logistics (e.g. travel, video conferencing, other technical requirements)
- Organizing client dinners/entertainment and in-house lunches

Travel:

- Responsible for organizing all necessary hotel and travel arrangements (international and domestic) as required, including foreign currencies, hotels etc
- Having regard for other meetings, time zones, transfer times etc
- Responsible for accurately preparing travel itineraries which include contact details, key addresses etc and any relevant documents

PC Skills:

- Accurately typing/amending a range of documents that comply with corporate guidelines to a consistently high standard
- Composing routine correspondence where appropriate
- Undertaking research as instructed and required

Communication:

- Answering the telephone in a professional manner, taking accurate telephone messages and dealing with them in an appropriate and timely manner
- Ensuring that both internal and external ma

  • Client Service Office

    1 mese fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Description 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...

  • Client Service Office

    5 giorni fa

    Milano, 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...

  • Supporto Team Legal

    1 mese fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Description 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...

  • Private Insurance Assistant

    7 giorni fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Geographical areaCity MILANO Bachelor Degree / BSc Degree or equivalent A university degree in Economics will be considered a plus Level of minimal experience0-2 years LanguagesGeneral informationEntityIndosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker -...

  • Client Advisor Assistant

    4 settimane fa

    Milano, Italia Adecco Italia A tempo pieno

    Adecco Credit & Banking is hiring for an international bank, a Client Advisor Assistant - Wealth Management The Team: You'll be working in the Middle Office team in Milan. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients,...

  • General Manager Projects Assistant

    2 settimane fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Description du poste **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 coordinate and implement strategic action plans - Participate in program management activities, i.e., the process of managing programs based on business...

  • Junior Client Service Officer

    1 mese fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    **Description du poste**: The 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 meetings (i.e. missing documents to ensure compliance of client file, portfolio situation,...

  • Auditor Global Wealth Management

    1 mese fa

    Milano, Italia UBS A tempo pieno

    Italy - Audit - Group Functions **Job Reference #** - 279554BR **City** - Milano **Job Type** - Full Time **Your role** - Are you a sharp evaluator of risk? Do you have specific experience in wealth management risk and control assessment? Can you investigate complex situations and propose solutions? - We’re looking for a Global Wealth Management...

  • Junior Portfolio Management Analyst

    6 giorni fa

    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...

  • Credit Structuring

    1 mese fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Description du poste - The resource will actively participate in the deployment of the business offering (residential and commercial real estate finance, corporate finance, lombard/securities based lending, HoldCo finance), supporting the local team in the day-by-day activities. - Main tasks: - Analyze the financial situation of clients and / or prospects...

  • Junior Client Service Officer M/F

    11 ore fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Job summary The 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 meetings (i.e.missing documents to ensure compliance of client file, portfolio situation, reports and/or sales...

  • Junior Portfolio Management Analyst

    1 mese fa

    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...

  • Wealth Management

    2 settimane fa

    Milano, 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 MANAGERLa risorsa, inserita nell'area Wealth Management, specializzata nel supportare i principali attori, collaborando con Banche Reti, Banche Private e Asset Manager, offrendo servizi di...

  • Customer Assistant Private Banking/wealth

    5 giorni fa

    Milano, 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 tailor-made 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...

  • Legal Intern M/F

    11 ore fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Job summary 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...

  • Milan Wealth Management

    1 mese fa

    Milano, Italia Rothschild & Co A tempo pieno

    About Us Rothschild & 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...

  • Junior HR Generalist

    1 mese fa

    Milano, Italia Indosuez Wealth Management A tempo pieno

    Description du poste - The resource will join the HR team based in Milan that is in charge of the following activities: Recruiting, Learning & Development, Talent Management, Compensation & Benefits, Payroll, Health & Safety. - The VIE will provide support to all team members on the following activities: - Timely recruiting of junior profiles, on boarding...

  • Business Analyst

    4 settimane fa

    Milano, Italia Oliver James Associates Ltd. A tempo pieno

    Per primaria realtà Banking italiana ricerco unBusiness Analyst - Wealth & Asset Management .Il profilo verrà inserito nell'area IT Asset Management di gruppo. È necessario che abbia maturato una solida sperienza in ambito Private Banking: deposito titoli, consulenza su risparmio amministrato, gestioni patrimoniali, fondi comuni, prestito titoli, polizze...

  • Junior - Wealth Management And Insurance Analyst - Risk Advisory

    2 settimane fa

    Milano, Italia Avature A tempo pieno

    Milano Stiamo cercando una figura junior da inserire nel team Wealth Management, Investment Management e Insurance di Deloitte Risk Advisory nella sede di Milano, che lavorerà in modalità Hybrid. Il business Wealth Management, Investment Management e Insurance di Risk Advisory si occupa di offrire servizi a banche, intermediari finanziari ed...

  • Middle Office

    1 mese fa

    Milano, Italia Adecco Italia A tempo pieno

    Adecco Credit and Banking is hiring for a leading global financial services group a Middle Office - Wealth Management The role should include the below activities: - Be the primary point of contact for all administrative procedures and queries raised either directly by clients or Client Advisers - Ensure that queries/questions are resolved in line with...