Private Banker Assistant - International Bank

Michael Page International; Lombardia; On-site; EUR 55,000 - 90,000; Full time

Job summary

Michael Page International cerca un Assistente Wealth Manager per supportare i Wealth Managers nella gestione di relazioni con una clientela sofisticata a Milano e provincia.

Il ruolo prevede onboarding di nuovi clienti, preparazione di proposte, revisioni di portafoglio e report per incontri con i clienti, con collaborazione tra team di consulenza, compliance e risk management.

Qualifications

• Laurea o Master in Finanza, Economia, o Economia Aziendale.
• 2–5 anni di esperienza in Private Banking/Wealth Management.
• Conoscenza di mercati finanziari e prodotti di investimento.
• Conoscenza KYC/AML e normative di conformità.
• Ottime capacità analitiche e organizzative.
• Comunicazione eccellente e Inglese fluente.

Responsibilities

• Supportare Wealth Managers nello sviluppo delle relazioni con i clienti.
• Gestire richieste quotidiane, amministrazione account e query operative.
• Preparare proposte d'investimento, revisioni di portafoglio e presentazioni.
• Coordinare onboarding di nuovi clienti (KYC, AML, documentazione).
• Monitorare portafogli e assistere nell'implementazione di strategie d'investimento.
• Interfacciarsi con team interni: consulenza, compliance, rischio e operations.
• Garantire accuratezza di records e conformità.

Skills

Wealth management

Financial markets

KYC/AML

Regulatory compliance

Analytical ability

Communication

Multitasking

English

Education

Bachelor's/Master in Finance/Economics/Business Admin

Tools

Excel

PowerPoint

Job description

Categoria: Financial Services

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.Fluent in English.