Wealth Management Specialist: Client Onboarding

A leading global investment firm in Italy is seeking a Wealth Management Professional to manage client service and support sales teams. Responsibilities include leveraging operational background, managing client onboarding, and supporting wealth advisory services. The ideal candidate has 1-3 years of experience, fluency in Italian, and proficiency in MS...

CLIENT SERVICE OFFICER - MARKET SPECIALIST (Contratto a Tempo Indeterminato) Basato/a Milano presso CA Indosuez Wealth (Europe), Italy Branch, il/la Client Service Officer – Market Specialist si occuperà della gestione operativa degli ordini a mercato per la clientela della banca (HNWI e UHNWI), garantendo un servizio efficiente, accurato e conforme alle...

A leading global investment firm is seeking a Wealth Management Professional in Milan to provide client service management support and operational assistance.The ideal candidate will have 1–3 years of experience, be fluent in Italian, and possess strong organizational skills.You will collaborate with Private Wealth Advisors and manage the implementation of...

A leading global investment firm is seeking a Wealth Management Professional in Milan to provide client service management support and operational assistance. The ideal candidate will have 1–3 years of experience, be fluent in Italian, and possess strong organizational skills. You will collaborate with Private Wealth Advisors and manage the implementation...

A leading global investment firm is seeking a Wealth Management Professional in Milan to provide client service management support and operational assistance. The ideal candidate will have 1–3 years of experience, be fluent in Italian, and possess strong organizational skills. You will collaborate with Private Wealth Advisors and manage the implementation...

A leading global investment firm is seeking a Wealth Management Professional in Milan to provide client service management support and operational assistance. The ideal candidate will have 1–3 years of experience, be fluent in Italian, and possess strong organizational skills. You will collaborate with Private Wealth Advisors and manage the implementation...

Description du posteDescrizione della posizione:La figura di Wealth Management Assistant supporterà un team commerciale nelle sue attività quotidiane, contribuendo alla gestione efficiente degli aspetti operativi e amministrativi e acquisendo una visione completa del settore Wealth Management.Principali responsabilità:Supporto operativo: Collaborare con...

CLIENT SERVICE OFFICER - MARKET SPECIALIST (Contratto a Tempo Indeterminato)Basato/a Milano presso CA Indosuez Wealth (Europe), Italy Branch, il/la Client Service Officer – Market Specialist si occuperà della gestione operativa degli ordini a mercato per la clientela della banca (HNWI e UHNWI), garantendo un servizio efficiente, accurato e conforme alle...

CLIENT SERVICE OFFICER - MARKET SPECIALIST (Contratto a Tempo Indeterminato)Basato/a Milano presso CA Indosuez Wealth (Europe), Italy Branch, il/la Client Service Officer – Market Specialist si occuperà della gestione operativa degli ordini a mercato per la clientela della banca (HNWI e UHNWI), garantendo un servizio efficiente, accurato e conforme alle...

CLIENT SERVICE OFFICER - MARKET SPECIALIST (Contratto a Tempo Indeterminato) Basato/a Milano presso CA Indosuez Wealth (Europe), Italy Branch, il/la Client Service Officer – Market Specialist si occuperà della gestione operativa degli ordini a mercato per la clientela della banca (HNWI e UHNWI), garantendo un servizio efficiente, accurato e conforme alle...