Wealth Management Assistant - Milano - Indosuez Wealth Management

    Indosuez Wealth Management
    A tempo pieno
    Descrizione

    Wealth Management Assistant is a dynamic role that requires a detail-oriented and organized individual to support the sales team in its daily activities. The successful candidate will contribute to efficient management of operational and administrative aspects, gaining comprehensive knowledge of the Wealth Management sector.

    Key Responsibilities:

    • Operational Support: Prepare client documentation and update internal systems under the guidance of senior wealth managers
    • Reporting Assistance: Collect and process data for periodic reports on client portfolios

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