19 ott
|
Heritage Holdings
|
Romano di Lombardia
19 ott
Heritage Holdings
Romano di Lombardia
Heritage Holdings seeks a Client Portfolio Reporting Associate to join the Central Reporting Team in Milan or London.Ha le carte in regola per avere successo? Le seguenti informazioni devono essere lette attentamente da tutti i candidati.You will supervise and report on UHNW client portfolios, ensuring data consistency between our data aggregation platform and bank sources, tracing and reconciling events affecting client reports.You will collaborate with Relationship Managers, Product and Technology xysqume teams, and support onboarding and day-to-day use of our proprietary wealth tech platform, translating client#J-18808-Ljbffr
📌 Uhnw Portfolio Reporting Specialist (Romano di Lombardia)
🏢 Heritage Holdings
📍 Romano di Lombardia