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 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...
Your Perspectives 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...
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...
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 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...
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...
Uno studio professionale in Firenze cerca un Commercialista motivato per la consulenza di patrimoni familiari. Il candidato dovrà gestire adempimenti fiscali, contabilità e pratiche specifiche nel campo del wealth management. Richiesta laurea in ambito economico e 2-3 anni di esperienza. Si offre collaborazione professionale a partita IVA, con possibilità di crescita professionale e compenso...
Assistente Operativo e Reporting Finanziario | Operations & Reporting Assistant - Wealth Management Chi siamo Siamo un Multi-Family Office basato a Londra, con una storia quasi ventennale di servizi altamente personalizzati. Crediamo nella flessibilità e nella prontezza di reazione a supporto delle esigenze delle famiglie che seguiamo. Siamo una struttura molto snella, di 4/5 persone. Entrerai...
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...
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...
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...
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...
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...
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...
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...
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...
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...