Lavoro Wealth Management Analyst Milano

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...

Your PerspectivesGestirai 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...

Missions Your 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 fully involved by shaping the...

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...

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 leading global investment firm based in Milan is seeking a Wealth Management Professional to provide client service management support and operational assistance. The ideal candidate will possess 1-3 years of relevant experience, fluency in Italian, and proficiency in MS Office. Responsibilities include managing client accounts and liaising with Private Wealth Advisors. Strong communication and...

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...

Associate/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. Through our recruitment, career development...

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...

Nell'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. Cosa farai Il / La Banker avrà la responsabilità di gestione e crescita di un portafoglio di relazioni, sfruttando le sinergie presenti all'interno...

A financial services firm in Milan is seeking a Reporting Analyst to support wealth-reporting activities. This entry-level role involves manually loading transactions and ensuring data accuracy. The ideal candidate has a master's degree in Finance or related fields, along with 1-3 years of relevant experience. Strong Excel skills and tech-savviness are essential. The firm values diversity and...

Località: Milano, ITSocietà: Intesa Sanpaolo S.p.A.IntroduzioneCerchiamo persone con lauree magistrali o con master in discipline economico-finanziarie, motivate a entrare in un team internazionale dedicato ai Sovereign Wealth Funds.Cerchiamo persone con spiccate capacità analitiche, di sintesi, problem solving, flessibilità e attitudine al lavoro di squadra.Entrerai in un gruppo impegnato nello...

Una grande banca internazionale cerca un professionista esperto nella gestione di portafogli clienti per la Divisione Private Banking. Il candidato ideale avrà comprovata esperienza nel settore bancario, conoscenza dei prodotti di investimento e capacità di instaurare relazioni di fiducia con la clientela. L'azienda offre un ambiente di lavoro innovativo e supporto al benessere dei dipendenti,...

A leading wealth management firm is seeking a senior leader to head its Southern European markets, including Spain, Portugal, and Italy. This position requires over 10 years of experience, excellent knowledge of UHNW client servicing, and strong commercial strategy development skills. The candidate must demonstrate leadership in managing multicultural teams and a profound understanding of...

Join to apply for the Junior Consultant - Wealth Management role at Prometeia Get 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 Group with over 1000...

Una banca specializzata cerca neolaureati in materie economiche o giuridiche per il ruolo di Digital Coach presso la filiale di Milano. Il candidato supporterà la clientela nell'uso delle applicazioni e delle operazioni bancarie. Si offre uno stage retribuito di 6 mesi con ticket restaurant. In un ambiente orientato all'innovazione, il candidato ideale è un 'digital addicted' con forti capacità...

Associate/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. Through our recruitment, career development...

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 Office. This role offers a dynamic work...

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...