Wealth Management Specialist

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...

About the RoleIndosuez Wealth Management is seeking a highly skilled and experienced Client Service Officer to join our team in Milan. As a Client Service Officer, you will play a critical role in providing administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI)...

Unlock Your Potential in Investment SolutionsIndosuez Wealth Management is seeking a talented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to gain a deep understanding of our business and develop your skills in portfolio management and...

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...

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...

About the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide expert analysis and support in the implementation of investment strategies.Key ResponsibilitiesDevelop and maintain financial models and dashboards to...

Job SummaryWe are seeking a highly skilled Investment Advisory Support Specialist to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will provide critical support to Senior Investment Advisors in their daily interactions with Wealth Managers.Main ResponsibilitiesAnalyze asset allocation proposals and provide...

About 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 our Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Key...

About 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 our Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Key...

Job SummaryWe 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.Main ResponsibilitiesAnalyze...

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...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our clients.Key ResponsibilitiesImplement indicators and dashboards to...

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...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Portfolio Management Analyst to join our Investment Solutions Department at Indosuez Wealth Management. As a key member of our team, you will work closely with our Portfolio Managers to provide exceptional support and contribute to the success of our business.Key...

Are you passionate about finance and eager to contribute to a vibrant organization where your skills can make a difference? Prometeia is a prominent player in the fields of Enterprise Risk Management and Wealth & Asset Management, providing a dynamic environment for professional growth and development. With a workforce of over 1000 experts serving more than...

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...

La risorsa sarà inserita nel team legale di Indosuez Wealth Management per fornire supporto alle attività dell'ufficio. Le principali responsabilità includono:Attività contrattuali- Contrattualistica con i clienti, con particolare focus su attività di credito- Contratti con controparti- Gestioni reclamiSupporto alle attività legali- Preparazione di...