Lavori attuali relativi a Wealth Management Professional - Milano, Lombardia - W Talent
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Junior Client Service Officer M/F
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoTypes of Jobs - Sales / Customer Service Job titleJunior Client Service Officer M/F Contract typeInternship/Trainee 10/02/2025 Job 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...
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Wealth Management Liaison
7 giorni fa
Milano, Lombardia, Italia CPA Partner A tempo pienoWe are looking for a seasoned professional to fill the role of Wealth Management Liaison based in Italy. This permanent position involves developing and maintaining relationships with key stakeholders in the wealth management sector.The successful candidate will have extensive experience in Investor Relations, a strong understanding of the private banking...
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Junior Client Service Officer M/F
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoTypes of Jobs - Sales / Customer ServiceJob titleJunior Client Service Officer M/FContract typeInternship/Trainee10/02/2025Job 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...
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Private Markets Investor Relations Specialist
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJOB DESCRIPTION: The Asset Management Business Line of Indosuez Wealth Management is in charge of promoting to Professional and non-Professional Investors private equity and mutual funds opportunities, as well as discretionary portfolio management, in compliance with clients' objectives, needs and risk profiles. Reporting functionally to the Head of Private...
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Wealth Management Assistant
2 giorni fa
Milano, Lombardia, Italia Crédit Agricole Group A tempo pienoAbout This RoleWe are seeking a highly skilled and motivated Client Service Officer to join our team. As a key member of our Wealth Management department, you will play a crucial role in delivering exceptional client service and supporting our Wealth Managers in their daily activities.Your primary responsibilities will include providing administrative...
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Wealth Management Analyst
4 giorni fa
Milano, Lombardia, Italia Rothschild & Co A tempo pienoWealth Management Analyst - Milan**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...
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Regulatory Expert in Wealth Management
2 settimane fa
Milano, Lombardia, Italia Prometeia A tempo pienoRegulatory Expert in Wealth ManagementPrometeia, a leading European company in Wealth & Asset Management solutions, is seeking a highly skilled Regulatory Expert to join its office in Milan.This challenging role involves monitoring EU and local regulations in the field of investment services, insurance services, and asset management. You will analyze trends...
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Milan Wealth Management
3 settimane fa
Milano, Lombardia, Italia Rothschild & Co A tempo pienoAbout 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...
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Wealth Management Assistant Professional
2 settimane fa
Milano, Lombardia, Italia deVere Group A tempo pienoWe're part of one of the world's leading independent financial institutions, offering innovative wealth and investment management services across the globe. As a Trainee Wealth Manager, you'll gain experience in financial planning, client engagement, and relationship building.With access to outstanding learning and development opportunities, you'll equip...
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Wealth management senior consultant
1 settimana fa
Milano, Lombardia, Italia Be | Shaping The Future A tempo pienoSenior Consultant – Wealth Management & IT Strategy
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Wealth Management Analyst
3 settimane fa
Milano, Lombardia, Italia Jr Italy A tempo pienoIl candidato opererà all'interno della Business Unit "Family Office & Wealth Analysis" di Simon Fiduciaria SpA, società del Gruppo Ersel.La Business Unit si rivolge ai detentori di grandi patrimoni (famiglie, single family office e tesorerie aziendali), a cui offre una gamma di sofisticati servizi di analisi e reporting.I professionisti della Business Unit...
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Wealth Management
4 settimane fa
Milano, Lombardia, Italia Tn Italy A tempo pienoSocial network you want to login/join with: Wealth Management (Private Bank) - Market Supervisory Manager Vice President, MilanClient:Location:Job Category:Other EU work permit required:Yes Job Reference:78fd1b893510 Job Views:2 Posted:16.03.2025 Expiry Date:30.04.2025 Job Description:This is a great opportunity to join the Market Supervisory Management team...
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Wealth Management Lead
3 settimane fa
Milano, Lombardia, Italia Deutsche Bank A tempo pienoJob Description:Deutsche Bank offre servizi e prodotti di banca commerciale, banca d'investimento, transaction banking, asset e wealth management ad aziende, governi ed enti pubblici, investitori istituzionali, piccole e medie imprese, famiglie e privati. Deutsche Bank è la banca leader in Germania, con un forte posizionamento in Europa e una presenza...
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Wealth Management Lead
2 settimane fa
Milano, Lombardia, Italia Deutsche Bank A tempo pienoJob Description:Deutsche Bank offre servizi e prodotti di banca commerciale, banca d'investimento, transaction banking, asset e wealth management ad aziende, governi ed enti pubblici, investitori istituzionali, piccole e medie imprese, famiglie e privati. Deutsche Bank è la banca leader in Germania, con un forte posizionamento in Europa e una presenza...
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Wealth Management Analyst
3 settimane fa
Milano, Lombardia, Italia JR Italy A tempo pienoIl candidato opererà all'interno della Business Unit "Family Office & Wealth Analysis" di Simon Fiduciaria SpA, società del Gruppo Ersel.La Business Unit si rivolge ai detentori di grandi patrimoni (famiglie, single family office e tesorerie aziendali), a cui offre una gamma di sofisticati servizi di analisi e reporting.I professionisti della Business Unit...
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Wealth Management
4 settimane fa
Milano, Lombardia, Italia TN Italy A tempo pienoSocial network you want to login/join with:Wealth Management (Private Bank) - Market Supervisory Manager Vice President, MilanClient:Location:Job Category:OtherEU work permit required:YesJob Reference:78fd1b893510Job Views:2Posted:16.03.2025Expiry Date:30.04.2025Job Description:This is a great opportunity to join the Market Supervisory Management team in...
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Milano, Lombardia, Italia Be | Shaping the Future A tempo pienoSe sei alla ricerca di un ruolo che ti permetta di applicare le tue competenze e di crescere professionalmente, allora questo potrebbe essere il posto giusto per te. Come Responsabile di Progetto di Consulenza per Wealth Management, avrai la possibilità di lavorare in un ambiente dinamico e stimolante, dove sarai coinvolto nella gestione di progetti...
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Wealth Management Consultant
6 giorni fa
Milano, Lombardia, Italia Iaawg A tempo pienoJob DescriptionPromote innovative solutions in wealth management and financial services, leveraging cutting-edge technology to drive business growth.Main Responsibilities:Develop and implement effective strategies for asset management and wealth creationAnalyze market trends and competitor activity to inform business decisionsCollaborate with...
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Wealth Management
2 settimane fa
Milano, Lombardia, Italia -Payments Us A tempo pienoDescription This is a great opportunity to join the Market Supervisory Management team in Milan. As a Market Supervisory Manager Vice President in the 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,...
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Wealth Management
2 giorni fa
Milano, Lombardia, Italia -Payments Us A tempo pienoThis is a great opportunity to join the Market Supervisory Management team in Milan. As a Market Supervisory Manager Vice President in the 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...
Wealth Management Professional
2 settimane fa
We are excited to announce the launch of our new multi-family office in Milan, dedicated to providing bespoke wealth management services to high-net-worth families. As a Relationship Manager, you will play a pivotal role in building and nurturing client relationships while contributing to the strategic growth of our Milan office.
Main Responsibilities:- Develop and maintain relationships with high-net-worth clients and their families.
- Assess clients' financial needs and deliver tailored wealth management solutions.
- Lead and oversee a small team of support staff.
- Identify business development opportunities and expand the office's presence in the Italian market.
- Minimum 5 years of experience in wealth management or private banking.
- Proven track record in client management and strong managerial skills.
- Deep understanding of the wealth management landscape.
- Excellent communication and interpersonal skills.
- Fluency in Italian and English (written and spoken).
