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...

Per il nostro cliente, nota società di consulenza manageriale per le Financial Institution, siamo alla ricerca di:**WEALTH MANAGEMENT - BUSINESS ANALYST / PROJECT MANAGER**La risorsa, inserita nell'area Wealth Management, specializzata nel supportare i principali attori, collaborando con Banche Reti, Banche Private e Asset Manager, offrendo servizi di...

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 -...

Types of Jobs - Sales / Customer ServiceJob titleJunior Client Service Officer M/FContract typeInternship/Trainee19/02/2024Job summaryThe 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...

General Manager Projects Assistant (VIE)M/F Business typeTypes of Jobs - General ManagementJob titleGeneral Manager Projects Assistant (VIE) M/FContract typeVIE ProgrammeJob summary 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...

General Manager Projects Assistant (VIE) M/F Business typeTypes of Jobs - General ManagementJob titleGeneral Manager Projects Assistant (VIE) M/FContract typeVIE ProgrammeJob summary 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...

**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**: 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,...

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 ad altre...

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...

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...

**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...

About UsRothschild & 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...

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...

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...

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...

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...

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 materie di interesse-...

**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...