di investimento con autonomia e solidità
• Attitudine imprenditoriale, forte orientamento al risultato e alla relazione
• Provenienza da contesti come crowdfunding immobiliare, privatebanking, SGR, club deal, advisory indipendenti
Sede
• Milano
Società...
private market opportunities. Our technology-driven approach not only enhances deal flow but also streamlines the investment process, providing unparalleled transparency and operational efficiency.
We believe in the principles of "skin in the game" by co...
dei contatti provenienti da campagne istituzionali.
• Attivazione di sinergie con realtà affini come associazioni di consulenti finanziari, family office, wealth manager e altri operatori del privatebanking.
• Gestione del processo di onboarding per nuovi...
equivalent degree in economics, finance or management
Level of minimal experience
0. 2 years
Experience
A previous experience in the PrivateBanking / Wealth Management sector will be considered a plus.
Required skills
• Confidentiality
• Good...
dei nostri clienti agendo come partner forti e affidabili.
Per società specializzata nella gestione in outsourcing di processi di Asset Management, Privatebanking/wealth management (SIM/SGR/ reti bancarie di consulenti finanziari), siamo alla ricerca...
Project Manager, PMO, Enterprise Architect e Attuari.
Sarai inserito in un team di consulenti strategici che si dedica allo studio, creazione e rilascio di prodotti innovativi, specifici per le diverse Market Units: Banking & Capital Markets, Insurance...
di esperienza professionale in società di consulenza e/o in studi professionali strutturati e/o nel privatebanking e/o in altre realtà attive nei servizi alle imprese familiari o alle famiglie imprenditoriali; - Interesse per i temi; - Capacità di project...
Management definiti nel Project Management Office (PMO); 7. Contribuire all’evoluzione del ruolo di Project Manager e dell’esperienza del PMO nella gestione dei progetti; 8. Contribuire a migliorare le competenze del team PMO attraverso l’analisi...
wealth management technology and services for financial institutions around the world' including private banks and wealth managers' investment managers' as well as retail and neo banks. Our research led approach and continual innovation is powered by the...
problems
• High IQ and EQ - strong opinions loosely held
Responsibilities:
• Own the vision and commercial roadmap for Waypoint
• Build and maintain relationships with wealth managers, private banks, and family offices
• Lead customer development...
di processi di Asset Management, Privatebanking/wealth management (SIM/SGR/ reti bancarie di consulenti finanziari), siamo alla ricerca di un:
Responsabile Back Office Titoli
Come responsabile Back Office Titoli ti occuperai della gestione e supervisione...
wealth management technology and services for financial institutions around the world' including private banks and wealth managers' investment managers' as well as retail and neo banks. Our research led approach and continual innovation is powered by the...
istituzionali.
• Attivazione di sinergie con realtà affini come associazioni di consulenti finanziari, family office, wealth manager e altri operatori del privatebanking.
• Gestione del processo di onboarding per nuovi partner distributivi e investitori finali...
wealth management technology and services for financial institutions around the world' including private banks and wealth managers' investment managers' as well as retail and neo banks. Our research led approach and continual innovation is powered by the...
wealth management technology and services for financial institutions around the world' including private banks and wealth managers' investment managers' as well as retail and neo banks. Our research led approach and continual innovation is powered by the...