Wealth Management Expert

Main Mission: This role is designed to provide administrative and operational support to Wealth Managers in managing High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) clients.Key Responsibilities:Support Wealth Managers in preparing client meetings, ensuring compliance and completeness of client files, portfolio situations, and...

Role OverviewThis is a unique opportunity to join the team at Indosuez Wealth Management as a Wealth Management Assistant. The successful candidate will provide administrative and operational support to our Wealth Managers, ensuring seamless day-to-day operations and delivering exceptional client service.

Job Summary:Your mission is to provide direct support to the local General Manager and contribute to the implementation of strategic action plans. This involves collaborating with the supervisor, participating in program management activities, and organizing information from various departments and meetings.Key Responsibilities:Manage and follow-up on local...

Job SummaryWe are seeking a highly skilled Investment Advisory Professional to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Main ResponsibilitiesAnalyze asset allocation proposals and...

Job SummaryIndosuez Wealth Management is seeking a highly skilled Junior Portfolio Management Analyst to join our Investment Solutions Department.This is an exciting opportunity for a motivated and detail-oriented professional to work closely with our Portfolio Managers and contribute to the development of innovative financial solutions.

About the Role:We are seeking a highly skilled Wealth Manager to join our team at Michael Page. As a Wealth Manager, you will be responsible for providing exceptional financial services to our clients, helping them achieve their wealth management goals.Key Responsibilities:Develop and implement tailored financial plans for clientsProvide expert advice on...

Role OverviewWe are seeking a highly motivated and detail-oriented Junior Wealth and Asset Management Professional to join our team. As a key member of our Wealth Management department, you will support project managers on consulting projects for leading financial intermediaries.Key ResponsibilitiesSupport project managers on consulting projects for leading...

About the RoleWe are seeking a highly skilled and experienced Wealth and Asset Management Specialist to join our team at Prometeia. As a key member of our consulting team, you will be responsible for providing expert advice and guidance to our clients on wealth and asset management strategies.Main ResponsibilitiesAnalysis and benchmarking of investment...

Job DescriptionAs a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers. Your main mission will be to assist Investment Advisors in the preparation of investment proposals, risk analysis, and portfolio construction activities.Key Responsibilities:Analyze asset allocation...

Indosuez Wealth Management seeks a skilled Client Services Representative to provide exceptional support to our Wealth Managers. Key responsibilities include:Key Responsibilities:Provide administrative support to Wealth Managers, including handling client inquiries and managing client files.Assist with the preparation of client meetings, ensuring all...

Job Description:As an Administrative Support Specialist at Indosuez Wealth Management, you will play a vital role in providing exceptional support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients. Your primary responsibilities will include providing administrative support, handling...

About UsIndosuez Wealth Management is a leading international private banking and asset management group.

Job Title: Junior Portfolio Management AnalystAbout the JobWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. In this role, you will work closely with our Portfolio Managers to analyze financial data, develop tools, and make data-driven recommendations to optimize portfolio...

Job SummaryThe role of Administrative Support Specialist at Indosuez Wealth Management involves providing high-level administrative support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource include:Providing administrative support, including handling telephone calls, managing emails and mailSupporting...

Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at Indosuez Wealth Management. In this role, you will provide critical support to our Investment Advisors, working closely with them to prepare investment proposals, develop risk analysis, and construct portfolios.Main ResponsibilitiesAnalyze asset allocation proposals and...

About the ProgramWe offer a unique Off-Cycle Program for undergraduate students, varying in length based on program/university. As an intern, you'll be fully immersed in our daily activities and gain valuable experience.Key Responsibilities:Receive comprehensive training to enhance your skills and confidenceCollaborate with fellow interns and experienced...

Description du posteDescription of the key activitiesWithin the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services. Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's...

Private Banking DirectorWe are seeking an exceptional Private Banking Director to lead our wealth management team in Italy. This is a unique opportunity to develop a portfolio of UHNW individuals, entrepreneurs, and families from scratch.The ideal candidate will possess strong relationship skills, business acumen, and leadership abilities to manage a team of...

Job DescriptionAbout the RoleWe are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Key...

Unlock Your Potential with PrometeiaAre you a curious and ambitious professional looking to make a meaningful impact in the world of finance? Do you want to be part of a dynamic company that values innovation and growth? Look no further than Prometeia, a leading provider of Enterprise Risk Management and Wealth & Asset Management solutions.Main...