18 ott - Lombardia
Heritage Holdings
Heritage Holdings seeks a Client Portfolio Reporting Associate to join the Central Reporting Team in Milan or London. You will supervise and report on UHNW client portfolios, ensuring data consistency between our data aggregation platform and bank sources, tracing and reconciling events affecting client reports.
You will collaborate with Relationship Managers, Product and Technology teams, and support onboarding and day-to-day use of our proprietary wealth tech platform, translating client
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