Lavoro Wealth Management Analyst

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...

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...

OUR 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 by providing access to innovative...

Junior Consultant – Wealth and Asset Management Regulation Join to apply for the Junior Consultant – Wealth and Asset Management Regulation role at Prometeia. 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 Group with...

A leading financial institution in Italy is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The ideal candidate will work with affluent clients, manage onboarding processes, and ensure exceptional client service. Candidates must hold Series 7 & 66 licenses and have at least 2 years of post-high school education or relevant...

Gestirai sfidanti progetti di trasformazione del business e di adeguamento normativo dei principali player in ambito Asset & Wealth Management. Sarai coinvolto su attività riguardanti: - assessment dei processi e controlli AS-IS, redesign ed efficientamento degli stessi (anche tramite analisi di fattibilità e scouting fornitori IT) - elaborazione di analisi quali/quantitative e di...

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and ensuring compliance with administrative...

A leading investment firm in Milan is seeking a Senior Strategy Associate to contribute to market expansion strategies and operational scaling initiatives. This role requires 4-6 years of relevant experience and exceptional analytical skills. You will collaborate with senior leadership, drive impactful projects, and develop strategic frameworks for growth. The position offers an opportunity to...

Un reclutatore specializzato cerca un professionista per gestire i rischi finanziari in una banca leader nel Wealth Management. Richiesta esperienza consolidata nella gestione di rischi di mercato e liquidità. Il candidato dovrà sviluppare metodologie di controllo dei rischi, monitorare asset allocation e collaborare con il Top Management. Offerta rivolta a candidati ambosessi. Sede di lavoro a...

Una banca leader nel wealth management è alla ricerca di neolaureati per uno stage retribuito della durata di 6 mesi. I candidati selezionati supporteranno le attività del team nelle aree di acquisizione, banking e logistica, così come in investimenti e assicurazioni. È richiesta una laurea in materie economiche o giuridiche conseguita da non più di 12 mesi e ottime capacità relazionali. Lo stage...

Adecco 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 verra inserito all'interno della divisione Private Banking & Wealth Management con il principale compito di supportare le attivita commerciali dei Banker e della loro...

Gen-AI Education and Wealth Management Consultant 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 Group with over 1000 professionals working for more than 500 clients in 20 countries around the world. ROLE AND...

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and ensuring compliance with administrative...

Join to apply for the Private Wealth Management, Wealth Management Professional, Analyst, Milan role at Goldman SachsOur 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...

OUR 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 by providing access to innovative...

Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...

A leading financial consulting firm in Bologna is seeking a Financial Consultant specialized in Wealth Management. This role involves client and internal stakeholder support, overseeing data quality, and improving operational processes. Candidates should hold a Master's degree in Economics, Finance, or related fields, have excellent communication skills, and some knowledge of SQL. The position...

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 wealth advisory services, contributing...

Junior Data and Financial Analysis - Wealth and Asset Management Are you curious and ready to take on a new career challenge? Are you eager to join a dynamic company and bring innovation through your work and skills? Prometeia offers opportunities for growth and training within a Group that employs over 1,000 professionals and serves more than 500 clients in 20 countries...

ABOUT THE ROLE Are you curious and ready to take on a new challenge in your career? Would you like to work in a dynamic and collaborative environment, staying in close contact with clients and contributing to the quality and evolution of data services for the Wealth & Asset Management industry? Prometeia offers you a structured growth path within a Group of more than 1.2000 professionals...