Lavoro Wealth Management Analyst Campania

A leading financial institution is seeking a Market Client Relationship Manager to oversee service delivery and wealth management strategies in Campania, Italy. The ideal candidate will have 5+ years of experience and relevant licenses, manage a team effectively, and ensure exemplary client service. Responsibilities include leading the client experience, managing operations, and driving...

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...

Position Summary:The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments...

Position Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments...

Business Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on autonomy, and excels at building...

Una banca di investimento internazionale cerca un professionista esperto per gestire il portafoglio clienti con autonomia e offrire consulenza nella gestione patrimoniale. È richiesta una comprovata esperienza nella clientela di alto livello e conoscenze approfondite dei mercati finanziari. La laurea è titolo preferenziale. Offriamo un ambiente di lavoro stimolante e opportunità di sviluppo...

Per il nostro Headquarter di Roma siamo alla ricerca di un/a Risk Management Analyst QUALIFICHE E SOFT SKILLS: Laurea in Ingegneria, Economia, Scienze statistiche o equipollenti; Precedente esperienza in un ruolo analogo in società di consulenza o realtà industriale multinazionale sarà considerata un plus; Conoscenza degli standard e framework di Risk Management ISO *****, COSO...

Business Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on autonomy, and excels at building...

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 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...

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent,...

Business Development Manager – Private Wealth (Remote – Italian Market) HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy. This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on autonomy, and excels at building...

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...

Business Development Manager – Private Wealth (Remote – Italian Market)HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy.This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on autonomy, and excels at building...

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent,...

DescriptionMerrill 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 institution is seeking a Market Client Relationship Manager to oversee service delivery and wealth management strategies in Campania, Italy. The ideal candidate will have 5+ years of experience and relevant licenses, manage a team effectively, and ensure exemplary client service. Responsibilities include leading the client experience, managing operations, and driving...

A leading financial services firm seeks an Associate Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients. In this pivotal role, you'll support the firm’s wealth management team, ensuring client retention and satisfaction. Ideal candidates will have extensive knowledge in finance, with relevant certifications and a degree in related fields...

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...

A leading financial services firm seeks an Associate Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients. In this pivotal role, you'll support the firm’s wealth management team, ensuring client retention and satisfaction. Ideal candidates will have extensive knowledge in finance, with relevant certifications and a degree in related fields...