Private Banker Assistant - International Bank

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7bhh2l

ppbCategoria: /b Financial Servicesbr/bLuogo di lavoro: /b Milano e provincia /ppWe are seeking a highly motivated and client-oriented bAssistant Wealth Manager /b to support in delivering exceptional service and comprehensive wealth management solutions to a sophisticated client base. /pbr/ulliSupport Wealth Managers in the management and development of client relationships. /liliEnsure a high level of client service by handling daily requests, account administration, and operational queries. /liliPrepare investment proposals, portfolio reviews, presentations, and reporting materials for client meetings. /liliCoordinate the onboarding process for new clients, including KYC, AML, regulatory documentation, and account opening procedures. /liliMonitor client portfolios and assist in implementing investment strategies and recommendations. /liliLiaise with internal stakeholders, including investment advisory, compliance, risk management, credit, and operations teams.



/liliEnsure the accuracy and completeness of client records and documentation in accordance with regulatory and internal requirements. /li /ulbr/pbRequisiti: /b Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related discipline.2-5 years of experience within Private Banking, Wealth Management, Asset Management, or Financial Services.Solid understanding of financial markets, investment products, and wealth management services.Knowledge of banking regulations, KYC, AML, and compliance frameworks.Strong analytical and organizational skills with exceptional attention to detail.Excellent communication and interpersonal abilities.Ability to manage multiple priorities in a fast-paced international environment.Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.Fluent in English. /p /p #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7bhh2l