Lavori attuali relativi a Wealth and Asset Management Consultant - Milano, Lombardia - Prometeia
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Wealth Management Assistant
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoMain 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...
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Wealth Management Assistant
23 ore fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoRole 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.
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Wealth and Asset Management Consultant
4 settimane fa
Milano, Lombardia, Italia Prometeia A tempo pieno{"h1": "Unlock Your Potential at Prometeia", "p": "Are you a curious and innovative professional looking to make a meaningful impact in the world of finance? At Prometeia, we offer a dynamic and collaborative environment where you can grow your skills and expertise. Our team of experts is dedicated to delivering cutting-edge solutions in Enterprise Risk...
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Senior Consultant
3 settimane fa
Milano, Lombardia, Italia Prometeia A tempo pienoAbout 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...
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Wealth Management Consultant
2 settimane fa
Milano, Lombardia, Italia Aretè & Cocchi Technology A tempo pienoRole 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...
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Junior Investment Advisor
3 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
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Junior Portfolio Management Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoUnlock 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...
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Investment Advisor
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
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Consultant - Wealth And Asset Management Specialist
4 settimane fa
Milano, Lombardia, Italia Prometeia A tempo pienoJoin Our Team As A Wealth And Asset Management ConsultantPrometeia is a dynamic company that offers opportunities for growth and training in a group of over 1000 professionals working for more than 500 clients in 20 countries around the world. We are looking for a resource to be inserted into specialized teams for consulting on business intelligence, data...
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Senior Consultant
3 settimane fa
Milano, Lombardia, Italia Prometeia A tempo pienoMain ResponsibilitiesWe are seeking a highly skilled Senior Consultant to join our Wealth and Asset Management team. As a key member of our team, you will be responsible for analyzing and benchmarking investment products, supporting intermediaries' operational processes, and analyzing industry regulations.You will also be involved in fundamental analysis of...
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Wealth and Asset Management Expert
1 settimana fa
Milano, Lombardia, Italia Prometeia A tempo pienoUnlock 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...
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Investment Advisor
2 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
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Portfolio Management Analyst
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout 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...
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Senior Wealth and Asset Management Specialist
2 settimane fa
Milano, Lombardia, Italia Https:Www.Energyjobline.ComSitemap A tempo pienoJob SummaryWe are seeking a highly skilled Senior Wealth and Asset Management Specialist to join our team at Prometeia. As a key member of our business intelligence, data mining, and banking process consulting teams, you will be responsible for analyzing and benchmarking investment products, supporting intermediaries' operational processes, and conducting...
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Wealth and Asset Management Expert
2 settimane fa
Milano, Lombardia, Italia Https:Www.Energyjobline.ComSitemap A tempo pienoAbout the RoleAre you looking for a challenging opportunity to innovate and grow in a dynamic company?Prometeia is a leading Enterprise Risk Management and Wealth Asset Management solutions provider, seeking a talented professional to join our teams specializing in business intelligence, data mining and banking process consulting.Main Responsibilities•...
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Wealth Management Expert
2 settimane fa
Milano, Lombardia, Italia Michael Page A tempo pienoOur client, a renowned global player in asset management and wealth management, is seeking a seasoned professional to drive strategic growth in these sectors. With a strong focus on serving individuals, corporates, and institutions, this role presents a unique opportunity to leverage your expertise in investment banking and asset management.Key...
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Senior Asset Management Professional
3 settimane fa
Milano, Lombardia, Italia Michael Page A tempo pienoOur client is a leading global player in asset management, wealth management and investment banking, serving individuals, corporates and institutions. Key Responsibilities:Develop and implement asset management strategies to maximize returns.Provide wealth management services to high net worth individuals and families.Collaborate with investment banking...
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Junior Portfolio Management Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
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Investment Advisor
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryIndosuez Wealth Management is seeking a highly skilled Junior Investment Advisor to join its team in Milan. As a key member of the Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers, providing investment advisory services to clients.About the RoleThe successful candidate will be responsible for...
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Wealth Management Specialist
2 mesi fa
Milano, Lombardia, Italia deVere Group A tempo pienoAbout deVere GroupdeVere Group is a leading wealth management organization that provides cutting-edge technology and expert advice to individuals and institutions worldwide.Job SummaryWe are seeking a highly motivated and detail-oriented Business Development Associate to join our team. As a Business Development Associate, you will play a key role in...
Wealth and Asset Management Consultant
2 mesi fa
{"h1": "Unlock Your Potential at Prometeia", "p": "Are you a curious and innovative professional looking to make a meaningful impact in the world of finance? Do you want to be part of a dynamic company that values growth, training, and continuous learning? Look no further than Prometeia, a leading provider of Enterprise Risk Management and Wealth & Asset Management solutions.
As a Consultant - Wealth and Asset Management, you will be part of a team that specializes in business intelligence, data mining, and banking process consulting for Italian and international financial intermediaries. Your key responsibilities will include:
* Analysis and benchmarking of investment products with respect to performance, structure, and ESG approach
* Analysis to support intermediaries' operational processes
* Analysis of industry regulations
* Fundamental analysis of individual investment initiatives
* Audits of valuation processes
* Client interaction and participation in the drafting of business proposals and analysis/development of new business opportunities
To succeed in this role, you will need:
* Prior experience of at least 2/3 years, within consulting or Fintech companies or in the areas, Asset Management of financial intermediaries and SGRs
* Bachelor's or master's degree with excellent grades in economic-financial or management engineering disciplines
* Knowledge of MS OFFICE applications and relational databases
* Good knowledge of English, knowledge of a second foreign language appreciated
In return, we offer:
* A competitive compensation package
* A comprehensive welfare plan
* Opportunities for growth and training
* A dynamic and collaborative work environment
* Flexible working arrangements
If you are a motivated and talented professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
At Prometeia, we believe in the value of our people and invest in their growth and development. We offer a range of benefits, including:
* Smart working
* People program
* Training
* Win/win policy
* Phygital management
Join us and discover a world of opportunities"}