Wealth Management Assistant - Roma - Indosuez Wealth Management

    Indosuez Wealth Management
    Indosuez Wealth Management Roma

    4 giorni fa

    StageSHIP
    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 managerSupport for business development activities: collaborate in the preparation of presentations and information materials for customers and for business development activities


    xkiyazw Requirements:
    Degree in economics, finance or related subjects (currently studying or recently graduated)

    Good organisational skills and attention to detailsTeam player attitude, precision and confidentialityStrong interest for the wealth management sector and desire to work in the future in this sectorGood command of Office package and digital toolsFluent EnglishOffer:

    Remunerated 6 monts internship (potentially renewable for a further six months); Ideal starting date: March 23rd 2026If 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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