Wealth Management Assistant - milano - Indosuez Wealth Management

    Indosuez Wealth Management
    Indosuez Wealth Management milano

    3 giorni fa

    Descrizione

    The main mission is to provide support to the sales team in its daily activities, contributing to the efficient management of operational and administrative aspects and gaining a comprehensive overview of the Wealth Management sector.

    The main activities which will be carried out by the resource are listed below:

    • Operational support: collaborate with the team in preparing documentation for clients and updating information in internal systems.
    • Reporting assistance: support the collection and processing of data necessary for the preparation of periodic reports on client portfolios and activities.
    • Administrative management: assist colleagues in the management of administrative tasks, such as document filing, deadline verification and KYC information collection.
    • Customer contact: provide first-level customer support (by telephone or e-mail), always under the supervision of a senior wealth manager
    • Support for business development activities: collaborate in the preparation of presentations and information materials for customers and for business development activities.

    Requirements:

    • Degree in economics, finance or related subjects (currently studying or recently graduated)
    • Good organisational skills and attention to details
    • Team player attitude, precision and confidentiality
    • Strong interest for the wealth management sector and desire to work in the future in this sector
    • Good command of Office package and digital tools
    • Fluent English

    Offer:

    Remunerated 6 monts internship (potentially renewable for a further six months);

    Ideal starting date: March 23rd 2026

    If you want to discover more about Indosuez, click here

    \"CA Indosuez Wealth (Europe), Italy Branch\" è la succursale italiana di CA Indosuez Wealth (Europe) S.A., con uffici basati a Milano e Roma.


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