Private Wealth Advisor - Milan, Metropolitan City of Milan, Italy

+ We are looking for a candidate to be join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients.  · Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of conta ...

We are a rapidly growing pan-European digital wealth manager serving over 167000 active investors with more than £5.5 billion invested on our platform. · We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing ...

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. · Own and manage a dedicated book of Private clients (typically €100k+ invested), building long-term relationships and becomin ...

We are a rapidly growing pan-European digital wealth manager seeking a Private Wealth Advisor to manage 1:1 relationships with our B2C clients. · Master's degree in Economics, Finance or similar · 1–2 years of experience in financial advice / wealth management (e.g., financial ad ...

We are looking for a Private Wealth Advisor to join our Investment Advisory Team, responsible for managing 1:1 relationships with our B2C clients. · ...

Somos una empresa de consultoría financiera en crecimiento que busca construir valor sostenible para nuestros clientes. · ...

We're looking for a client advisor assistant to support client advisors in delivering exceptional client service and experience be point-of-entry contact for account queries or orders, stock orders, payments etc. · assist with account opening onboarding due diligence and monitori ...

+Job Summary · We're looking for a client advisor assistant to support client advisors in delivering exceptional client service and experience. · +ResponsibilitiesSupport client advisors in delivering exceptional client service and experience. · Be point-of-entry contact for acco ...

We're looking for a client advisor assistant to support client advisors in delivering exceptional client service and experience. · support client advisors in delivering exceptional client service and experience · be point-of-entry contact for account queries or orders, stock orde ...

We're seeking talented team members with an entrepreneurial mindset to provide first-class client experiences within the Italian market of our EMEA Private Banking business. · ...

The private client advisor will serve clients across all offices of the boutique global wealth management firm. They are looking for highly skilled Level 4 qualified advisers with adaptability, expertise, and a global perspective. The role offers flexibility in terms of office lo ...

The Affluent Program Analyst supports the Affluent Program team within the Investments & Wealth area. · Support business cases and economic analyses related to the affluent segment. · ...

Waypoint is building the AI platform for wealth managers, · planners and financial consultants serving HNWIs and their families.We're now assembling · a founding team to build the future of AI-native wealth advisory. · ...

Lead new client acquisition and retention through a broad knowledge of investments,banking,trust services and financial planning. · ...

Waypoint is building the AI platform for wealth managers, · planners and financial consultants serving HNWIs and their families.We're now assembling a founding team to build the future of AI-native wealth advisory. · Translate real-world planning cases into scenarios our AI will ...

We are seeking independent advisors capable of representing our activities within their own networks. · Introduce Hetmos to executives, shareholders, investors, · wealthy families or influential partners. · ...

Our Off-Cycle Program varies in length based on program/university for undergraduate students. · You will be fully immersed in our day-to-day activities. · You will receive training designed to help you succeed and have the opportunity to work on real responsibilities alongside f ...

As a Senior Associate, Client Advisor in Italy you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. · Generate business results and acquire new assets, · Advise clients on their overall balan ...

We are seeking experienced, strategic leaders to join the Boards of Directors of our high-potential startup clients as Board Advisors with the potential to invest as well.This is a part-time, remote role that offers a unique opportunity to shape the trajectory of groundbreaking c ...

As a Vice President, Client Advisor in Italy you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver ...