Wealth Management
2 giorni fa
Per il nostro cliente, nota società di consulenza manageriale per le Financial Institution, siamo alla ricerca di:
**WEALTH MANAGEMENT - BUSINESS ANALYST / PROJECT MANAGER**
La risorsa, inserita nell'area Wealth Management, specializzata nel supportare i principali attori, collaborando con Banche Reti, Banche Private e Asset Manager, offrendo servizi di consulenza strategica per la gestione del risparmio e degli investimenti dei clienti, si occuperà di contribuire alla trasformazione digitale del settore.
**Principali responsabilità:
- Raccogliere requisiti di business
- Preparare documenti di analisi funzionale
- Fornire supporto diretto ai clienti per analisi strategiche
- Gestire la relazione con i clienti
**Requisiti**:
- Esperienza di almeno 2 anni nell'ambito della consulenza manageriale, preferibilmente nel settore finanziario.
- Conoscenza dei processi di digital banking e wealth management.
- Orientamento al cliente e capacità di collaborare con diverse figure professionali.
- Eccellenti competenze comunicative e capacità di presentazione.
**Sede di Lavoro**:Milano, Smart working molto flessibile
LI-NM2
-
milano, Italia Ares Management A tempo pienoAssociate/Senior Associate, Wealth Management Solutions, Southern EuropeOver the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future....
-
Milano, Italia Ares Management A tempo pienoAssociate/Senior Associate, Wealth Management Solutions, Southern Europe Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future....
-
Milano, Italia Ares Management A tempo pienoAssociate/Senior Associate, Wealth Management Solutions, Southern Europe Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future....
-
Via Milano, Italia Ares Management A tempo pienoAssociate/Senior Associate, Wealth Management Solutions, Southern EuropeOver the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future....
-
Milano, Italia Goldman Sachs A tempo pienoOUR IMPACTPrivate 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...
-
Milano, 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...
-
Junior Consultant
6 giorni fa
Milano, Italia Prometeia A tempo pienoJoin to apply for theJunior Consultant - Wealth Managementrole atPrometeiaGet AI-powered advice on this job and more exclusive features.Are you curious and ready to accept a new challenge in your career?Are you eager to join a dynamic company and bring innovation through your work and skills?Prometeia offers you opportunities for growth and training in a...
-
milano, Italia Goldman Sachs Group, Inc. 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...
-
Milano, Italia Goldman Sachs Group, Inc. A tempo pienoOUR IMPACTPrivate 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...
-
Wealth Management Specialist — Client Growth
4 settimane fa
Milano, Italia Altro A tempo pienoA financial services company in Milano is seeking a Wealth Management Professional to provide client service management and operational support to sales teams. The ideal candidate will work closely with Private Wealth Advisors, manage advisory business implementation, and coordinate wealth advisory services. Strong operational background is required for this...