Expert in Wealth Management per Banca Generali Private
3 settimane fa
Descrizione del Lavoro
Il Servizio UHNWI, Institutional & Corporate Clients si occupa di promuovere lo sviluppo qualitativo e quantitativo dei prodotti di risparmio assicurativo, amministrato e gestito.
Il team lavora a supporto delle Reti Distributive, fornendo soluzioni d'investimento personalizzate per i clienti Ultra High Network e Istituzionali.
Le attività del Servizio includono la costruzione di proposte di investimento, la gestione delle statistiche e la fornitura di supporto tecnico/commerciale alle Reti Distributive.
Compiti Principali
- Fornire supporto attivo e propositivo al Team UHNWI.
- Coadiuvare nella costruzione e "maintenance" dei report interni e statistiche.
- Fornire supporto tecnico/commerciale alle Reti Distributive.
Requisiti
- Laurea magistrale conseguita o in fase di conseguimento in Economia o Finanza.
- Ottima conoscenza della suite Microsoft Office.
- Padronanza della lingua inglese.
-
Wealth Management Assistant
4 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...
-
Wealth Management Assistant
2 settimane 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.
-
Strategic Projects Coordinator
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
-
Private Banking Director
2 settimane fa
Milano, Lombardia, Italia Norman Alex A tempo pienoPrivate 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...
-
Investment Advisory Professional
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
-
Avvocato Junior
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoDescrizione del ruolo La risorsa sarà inserita nel team legale della Banca, fornendo supporto a tutte le attività dell'ufficio. Tra queste, la contrattualistica con i clienti, con particolare focus su attività di credito, la gestione dei contratti con controparti, la gestione dei reclami e la preparazione di pareri destinati al front office. Inoltre,...
-
Milano, Lombardia, Italia Generali Italia A tempo pienoDescrizione del LavoroIl nostro team di Banca Generali Private è alla ricerca di un Specialista in Prodotti e Servizi di Assicurazione che possa aiutarci a sviluppare iniziative di business in sinergia e coerenza con il piano strategico del Gruppo Generali.La persona ideale avrà il compito di:Monitorare la struttura dei portafogli, delle performance e...
-
Wealth Management Expert
3 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...
-
High Net Worth Portfolio Manager
1 giorno fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout UsIndosuez Wealth Management is a leading international private banking and asset management group.
-
Wealth Management Consultant
4 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...
-
Junior Portfolio Management Analyst
3 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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.
-
Wealth Strategist
3 settimane fa
Milano, Lombardia, Italia Michael Page A tempo pienoAbout 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...
-
Client Services Representative
3 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoIndosuez 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...
-
Wealth Management Professional
2 settimane fa
Milano, Lombardia, Italia Goldman Sachs A tempo pienoAbout 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...
-
Administrative Support Specialist
1 mese fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
-
Administrative Support Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob 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...
-
Senior Consultant
1 mese 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...
-
Milano, Lombardia, Italia Apollo Global Management, Inc. A tempo pienoJob OverviewApollo Global Management, Inc. is seeking a highly skilled Associate to support Wealth Management coverage, primarily across Italy, within its Global Wealth Management Solutions (GWMS) EMEA team.Key Responsibilities:Partner closely with senior EMEA GWMS team members on capital raising effortsCollaborate with global product specialists and...
-
Milano, Lombardia, Italia Goldman Sachs A tempo pienoAbout the ProgramOur Off-Cycle Program is designed for undergraduate students, offering a unique opportunity to gain hands-on experience in our day-to-day activities. As a participant, you will receive comprehensive training to help you succeed and have the chance to work on real responsibilities alongside fellow interns and our people. Key Benefits•...
-
Corporate Legal Counsel
1 mese fa
Milano, Lombardia, Italia Banca Ifis S.p.A. A tempo pienoJob DescriptionBanca Ifis S.p.A. è una banca innovativa che opera con l'obiettivo di generare un impatto positivo sulla collettività. Noi siamo alla ricerca di un esperto legale con esperienza in Private Equity e M&A per ricoprire il ruolo di Direzione General Counsel all'interno del team Legal Finance & Investments.Il candidato ideale sarà in grado di...