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...
financial planning practice.
What we're looking for
Minimum 3‑5 years of experience as a financial advisor or similar role in the
banking and financial services industry .
Strong knowledge of financial planning principles, investment strategies...
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...
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...
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...
Required Industry Knowledge
• Expertise in CRM' KYC' onboarding and customer's information management
• Leadership experience in a consulting' analysis or architecture environment.
• Private banking/Wealth Management/General investment products and 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...
inquiries related to financial services' including account management' investment options' and general banking queries via phone' email' and chat in Italian. - Provide accurate information about financial products' promotions' and compliance requirements...
Required Industry Knowledge
• Expertise in CRM' KYC' onboarding and customer's information management
• Leadership experience in a consulting' analysis or architecture environment.
• Private banking/Wealth Management/General investment products and 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...
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...
Investment Banking – Offerte di lavoro correlate in Friuli-Venezia Giulia: