Middle Office – Wealth Management

Adecco Credit and Banking is hiring for a leading global financial services group a

Middle Office – Wealth Management

The role should include the below activities:
•Be the primary point of contact for all administrative procedures and queries raised either directly by clients or Client Advisers
•Ensure that queries/questions are resolved in line with internal procedure and to the client’s satisfaction.
•Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties
•Ensure all payment requests are completed in a timely manner, according to all anti-money laundering procedures
•Coordinate, the process of new client onboarding. Ensure necessary AML and KYC documentation is obtained and reviewed.
•Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary
•Support the team in managing their agenda including conference calls and meetings with clients and potential clients

The successful candidate has
– a degree in Economics or Law
– fluency in English
– a previous experience in the role
– good knowledge of Excel

We offer an initial fixed term contract, based in Milan.
Gross annual salary: to be defined 31 K

Data inizio prevista: 13/02/2023

Categoria Professionale: Banche / Assicurazioni / Istituti di Credito

Settore: BANCARIO/ FINANZIARIO

Città: Milano (Milano)

Disponibilità oraria:
Full Time

I candidati, nel rispetto del D.lgs. 198/2006, D.lgs 215/2003 e D.lgs 216/2003, sono invitati a leggere (cliccare sul bottone “Candidati”).
Adecco Italia S.p.A. (Aut. Min. Prot. N.1100-SG del 26.11.2004).