Lavori attuali relativi a Wealth Management Consultant - Milano, Lombardia - deVere Group


  • 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...


  • 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)...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Milano, Lombardia, Italia deVere Group A tempo pieno

    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...


  • 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...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Junior Investment Advisor

    4 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...

  • Junior Investment Advisor

    3 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...

  • Junior Investment Advisor

    4 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...


  • 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...


  • 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

    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...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    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...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryThe Client Service Officer will provide administrative and operational support to our Wealth Managers in managing high net worth individual and ultra high net worth individual clients.Main ResponsibilitiesProvide administrative support including handling telephone calls, managing emails and mailSupport Wealth Managers in the preparation of client...

Wealth Management Consultant

2 mesi fa


Milano, Lombardia, Italia deVere Group A tempo pieno

About deVere Group

deVere Group is a leading global wealth management organization, renowned for its cutting-edge technology and expert financial advice. Our company is uniquely positioned to provide innovative solutions to clients seeking to achieve their financial goals.

Our Advisors

Our team of experienced advisors work closely with clients to understand their financial objectives and provide tailored advice on a range of investment products, including fixed income, private equity, commodities, hedge funds, and real estate.

Key Responsibilities

  • Provide expert financial advice to clients on a range of investment products
  • Work closely with clients to understand their financial objectives and provide tailored solutions
  • Develop and maintain strong relationships with clients to ensure long-term financial success
  • Stay up-to-date with market trends and regulatory changes to provide informed advice

Requirements

We are seeking an experienced individual with a strong background in the financial services sector. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.

What We Offer

  • A competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment
  • The chance to work with a leading global wealth management organization