Wealth Management

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...

**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...

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 -...

**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,...

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...

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...

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...

**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...

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...

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...

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...

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...

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...

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...

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...

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...

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of...

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...

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...

Milano Stiamo cercando figure consultant/senior consultant da inserire nel team WM, IM & INSURANCE di Deloitte Risk Advisory nella sede di Milano, che lavoreranno in modalità Hybrid. Il business si occupa di supportare i nostri clienti comprendendo sia i processi che il framework normativo di riferimento, analizzando i requirement di business,...