Lavori attuali relativi a Consultant di Wealth e Asset Management - Milano, Lombardia - Prometeia

  • Wealth Management Assistant

    5 giorni fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Wealth and Asset Management Consultant

    1 mese 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? 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...

  • Wealth and Asset Management Consultant

    1 mese 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 teams specialize in business intelligence, data mining, and banking process consulting...

  • Wealth Management Consultant

    5 giorni fa

    Milano, Lombardia, Italia Aretè & Cocchi Technology A tempo pieno

    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...

  • Business Intelligence Consultant

    4 settimane fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Main Responsibilities:We are seeking a highly skilled Business Intelligence Consultant to join our team at Prometeia. As a key member of our Wealth and Asset Management division, you will be responsible for:Analyzing and benchmarking investment products to optimize performance, structure, and ESG approachSupporting financial intermediaries' operational...

  • Junior Investment Advisor

    4 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Junior Investment Advisor

    2 mesi fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Client Service Officer

    2 mesi fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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)...

  • Junior Investment Advisor

    2 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Junior Portfolio Management Specialist

    3 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Investment Advisor

    2 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Wealth and Asset Management Consultant

    3 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...

  • Senior Consultant

    2 settimane fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    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...

  • Investment Advisor

    1 settimana fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Portfolio Management Analyst

    3 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Investment Advisor

    2 mesi fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:We are seeking a highly skilled Investment Advisor to join our Advisory Team at Indosuez Wealth Management. As an Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers.Key Responsibilities:Analyze asset allocation proposals and provide market and financial analysis to...

  • Wealth Management Expert

    3 giorni fa

    Milano, Lombardia, Italia Michael Page A tempo pieno

    Our 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...

  • Junior Portfolio Management Analyst

    2 mesi fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Consultant - Wealth And Asset Management Specialist

    3 settimane fa

    Milano, Lombardia, Italia Prometeia A tempo pieno

    Join 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...

  • Junior Portfolio Management Analyst

    4 settimane fa

    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryAs a Junior Portfolio Management Analyst at Indosuez Wealth Management, you will play a key role in supporting our Portfolio Managers in their daily activities. Your primary responsibility will be to work on the implementation of indicators and dashboards that provide continuously updated financial data to our managers.Key ResponsibilitiesDevelop...

Consultant di Wealth e Asset Management

2 mesi fa

Milano, Lombardia, Italia Prometeia A tempo pieno
Descrizione del Lavoro

La nostra azienda, Prometeia, è una società leader nel settore delle soluzioni per l'Enterprise Risk Management e del Wealth & Asset Management. Siamo alla ricerca di un professionista che si unisca al nostro team di consulenti specializzati nella gestione dei rischi e dei valori.

Compiti Principali
  • Analizzare e valutare i prodotti di investimento per identificare le opportunità e i rischi
  • Supportare i processi operativi degli intermediari finanziari
  • Analizzare la regolamentazione di settore per garantire la conformità
  • Effettuare analisi fondamentali per identificare le migliori strategie di investimento
  • Verificare i processi valutativi per garantire la qualità delle decisioni
  • Interagire con i clienti per fornire consulenza e supporto
Requisiti
  • Esperienza di almeno 2/3 anni in un ruolo simile
  • Laurea specialistica o master in discipline economico-finanziarie o ingegneristiche gestionali
  • Conoscenza degli applicativi MS OFFICE e dei database relazionali
  • Buona conoscenza della lingua inglese e conoscenza di una seconda lingua straniera
Benefici
  • Compensazione competitiva
  • Piano di welfare completo
  • Benefit per il benessere delle persone
  • Opportunità di formazione continua
  • Smart working e flessibilità
Chi Siamo

La nostra azienda, Prometeia, è una società leader nel settore delle soluzioni per l'Enterprise Risk Management e del Wealth & Asset Management. Siamo una squadra di professionisti appassionati e motivati che lavorano insieme per raggiungere gli obiettivi.