Private Banker Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d59mo

Categoria: Financial Services

La descrizione completa del lavoro illustra tutte le competenze, l'esperienza pregressa e le qualifiche che i candidati dovrebbero possedere.
Luogo di lavoro: Milano e provincia
We are seeking a highly motivated and client-oriented Assistant Wealth Manager to support in delivering exceptional service and comprehensive wealth management solutions to a sophisticated client base.
- Support Wealth Managers in the management and development of client relationships.
- Ensure a high level of client service by handling daily requests, account administration, and operational queries.
- Prepare investment proposals, portfolio reviews, presentations, and reporting materials for client meetings.
- Coordinate the onboarding process for new clients, including KYC, AML, regulatory documentation, and account opening procedures.
- Monitor client portfolios and assist in implementing investment strategies and recommendations.
- Liaise with internal stakeholders, including investment advisory, compliance, risk management,



credit, and operations teams.
- Ensure the accuracy and completeness of client records and documentation in accordance with regulatory and internal requirements.

Requisiti: 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. xysqume Fluent in English.

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d59mo