Private Wealth Management, Wealth Management Professional, Analyst, Milan Milan · Italy · Analyst

Altro; Milano; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

A financial services company in Milano is seeking a Wealth Management Professional to provide client service management and operational support to sales teams. The ideal candidate will work closely with Private Wealth Advisors, manage advisory business implementation, and coordinate wealth advisory services. Strong operational background is required for this role, which plays a critical part in client account management and liquidity.

Mansioni

• Leverage your operational background and experience to contribute to a growing business.
• Work closely with Private Wealth Advisors to support their PWM clients.
• Identify opportunities for and coordinate wealth advisory services within client base.
• Manage advisory business implementation and re‑balancing.
• Manage cash balances and private banking services in accounts.
• Serve as a key liaison to other areas supporting the PWM Business Plan.

Descrizione del lavoro

OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT

A Wealth Management Professional

Provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients.

Responsibilities

• Leverage your operational background and experience to contribute to a growing business.
• Work closely with Private Wealth Advisors to support their PWM clients.
• Identify opportunities for and coordinate wealth advisory services within client base.
• Manage advisory business implementation and re‑balancing.
• Manage cash balances and private banking services in accounts.
• Serve as a key liaison to other areas supporting the PWM Business Plan and manage new