Private Wealth Management, Wealth Management Professional, Analyst, Milan
4 giorni fa
OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential: Leverage your operational background and experience to contribute to a growing business Work closely with Private Wealth Advisors to support their PWM clients Identify opportunities for and coordinate wealth advisory services within client base Manage advisory business implementation and re-balancing Manage cash balances and private banking services in accounts Serve as a key liaison to other areas supporting the PWM Business Plan and manage new
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Milan, Italia Altro A tempo pienoOUR IMPACT Private Wealth Management (PWM)secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance,...
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MIDDLE OFFICE BANCARIO PRIVATE&WEALTH MANAGEMENT
4 giorni fa
Milan, Italia Adecco Filiale di Milano Banche A tempo pienoAdecco Financial Services, filiale specializzata Credit & Banking, seleziona per primario Gruppo Bancario diffuso su tutto il territorio nazionaleMiddle Office Bancario - Private and Wealth Management - MilanoIl/la candidato/a verrà inserito all'interno della divisione Private Banking & Wealth Management con il principale compito di supportare le attività...
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Banker Wealth Management
2 settimane fa
Milan, Italia Altro A tempo pienoBanker Wealth Management - tutto il territorio nazionale Join to apply for the role at UniCreditNell'ambito del piano UniCredit Unlocked, che ha l'obiettivo di mettere al centro i nostri clienti in tutto ciò che facciamo, vogliamo rafforzare il team di Wealth Management con l’inserimento di Banker su diverse piazze del territorio nazionale.Il/La Banker...
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Milan, Italia JPMorgan Chase & Co. A tempo pienoWe're seeking talented team members with an entrepreneurial mindset to provide first-class client experiences within the Italian market of our EMEA Private Banking business. As a Wealth Advisor, you'll be part of a team of specialists assisting clients with wealth management, including tax and estate planning guidance. You'll also help clients develop family...
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Business Development Director | Ai
4 settimane fa
Milan, Italia Altro A tempo pienoBusiness Development Director | AI & Wealth ManagementEUR 70.000 - 90.0006 giorni faSalary: € NegotiableLocation: Milan, Metropolitan City of Milan, ItalyContract: PermanentIndustry: InvestmentsContact: Paola Romeo; Business Development DirectorAI-powered Financial Intelligence Platform for Wealth ManagersBacked by a venture capital fund, our client is an...
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Wealth Management Banker: Grow Portfolios
2 settimane fa
Milan, Italia Altro A tempo pienoUn importante istituto bancario cerca un Banker Wealth Management per gestire un portafoglio clienti e proporre soluzioni di investimento. Il candidato ideale ha esperienza in banche primarie e capacità relazionali. Offriamo un contratto a tempo indeterminato, un pacchetto retributivo competitivo e strumenti all’avanguardia in un ambiente dinamico e...
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Head of Wealth Reporting
2 settimane fa
Milan, Italia Altro A tempo pienoA leading investment management firm in Milan is seeking a Head of Reporting to oversee wealth reporting processes for institutional and private clients. The ideal candidate will have 5-10 years of experience, a master’s degree in a relevant field, and strong knowledge of financial instruments. This role involves stakeholder management and leveraging the...
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Tax/ wealth
2 settimane fa
Milan, Italia FootPrintLegal A tempo pienoJob View Tax/ wealth / Private clientsMilanPQE: 1-3 years PQE 3-5 years PQE 5-8 years PQE Area of Expertise: Private Practice Are you an accomplished Italian Lawyer or Chartered Accountant with a passion for international business? An esteemed international law firm is seeking a talented professional to join their dynamic team in Milan. This role offers the...
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Head of Wealth Management
20 ore fa
Milan, Italia Altro A tempo pienoMissionsYour mission :You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets.On a short term view, you will be...
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Head of italy
1 settimana fa
Milan, Italia Ludgate Search A tempo pienoAsset Management Media & Intelligence Platform, Milan Fast-Growing European Platform | Buy-Side Access | Commercial & Leadership Role Reports to: Head of EMEA Team: 10+ | Focus: 50% Commercial Growth / 50% Team Leadership A rapidly expanding European media and intelligence platform serving the asset management industry is strengthening its Italian presence....
