Wealth Management Assistant

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...

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...

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 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.

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 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...

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 SummaryIndosuez Wealth Management is seeking a highly skilled Junior Investment Advisor to join its team in Milan. 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.About the RoleAs a Junior Investment Advisor, your...

Job SummaryIndosuez Wealth Management is seeking a highly skilled Junior Investment Advisor to join its team in Milan. 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.About the RoleAs a Junior Investment Advisor, your...

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 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 SummaryThe Client Service Officer will provide administrative and operational support to our Wealth Managers in managing high net worth individuals and ultra high net worth individuals. The role involves extensive telephone contact with clients, developing commercial support relationships, and careful administration of their activities with Indosuez.Key...

Job SummaryIndosuez Wealth Management is seeking a highly skilled Junior Investment Advisor to join its team in Milan. 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.About the RoleAs a Junior Investment Advisor, your...

{"title": "Sales Associate - Global Wealth Management Solutions", "content": "Job SummaryApollo Global Management, Inc. is seeking a Sales Associate to support Wealth Management coverage, primarily across Italy, within its Global Wealth Management Solutions (GWMS) EMEA team.Key ResponsibilitiesPartner closely with and support senior EMEA GWMS team members on...

Job 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...

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 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 development of investment strategies.Key ResponsibilitiesImplement indicators and dashboards to provide Portfolio...

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...