20 ott - Lombardia
Heritage Holdings
Heritage Holdings in Milan or London is seeking a Client Portfolio Reporting Associate to join the Central Reporting Team. You will supervise and report on UHNW client wealth, ensuring data consistency between the data aggregation platform and bank sources, tracing and reconciling events affecting portfolios.
You will work with Relationship Managers, Data Analysts and Technology to automate data flows, load transactions, and support onboarding.
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