Private Wealth Assistant

6 meses atrás

Lisboa, Portugal Mercer Tempo inteiro

**Private Wealth Assistant - Irish market**

**What can you expect?**
- As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to co-ordinate and deliver on all aspects of servicing for our individual clients;
- As a consulting analyst, you will work as part of a team supporting consultants in all aspects of pensions consulting and actuarial work on both corporate and trustee clients;
- You will work directly with Ireland-based consultants and support teams in Portugal and Ireland to coordinate and manage the delivery of services to our clients.

**What's in it for you?**
- Be part of a multinational organization where you'll be able to learn, grow and develop your career;
- Join a dynamic and challenging business environment;
- Training will be provide;
- Flexible work environment;
- Generous benefits package, including pensions plan, health and life insurance;
- 6 months working at the office and then hybrid work (2 days of working from home per week).

**We will count on you to**:

- Provide a full range of support and services to clients to the Private Wealth team;
- Providing support to team in processing new and existing business in a compliant manner;
- Drafting of client reports & collating valuations in line with peer review process;
- Assisting with pipeline reporting via online websites & CRM system;
- Daily Scanning/Filling and indexing of documentation to our CRM system;
- Dealing with all queries & tasks allocated;
- Dealing with all 3rd parties & insurance companies;
- Ongoing update & maintenance of clients details in line with procedures & systems in place;
- Processing claims - retirement/death/disability;
- Adhere to company policies, procedures, controls to ensure deliverance of excellent service;
- Support the Team Leader and Division Manager with ongoing and future projects;
- Ensuring our CRM database is maintained in line with procedures;
- Other ad-hoc duties and assistance with projects as and when required.

**What you need to have**:

- Excellent written and spoken English communication skills (mandatory);
- Minimum 1 years industry experience in a similar role;
- Excellent planning and organizational skills in order to prioritise and effectively manage a wide variety of ongoing tasks;
- Proven team player with a flexible attitude towards work;
- Proven ability to deliver excellent client service and satisfaction;
- Advanced Microsoft Office skills;
- Good attention to detail is critical;
- Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity._

**Welcome to Brighter

  • Wealth Management Private Banker

    2 meses atrás

    Lisboa, Portugal Michael Page Portugal Tempo inteiro

    Wealth Management Private Banker - Bpi  (m/f)Referencia: JN -******** Adicionado em 16.10.2024 Sobre os nossos clientes O Banco BPI é umas das maiores instituições financeiras no mercado português, com mais de 40 anos de história e experiência no setor. Descriçao da oferta O Banco BPI procura um Private Banker para integrar a equipa de Wealth...

  • Administrative Assistant

    2 semanas atrás

    Lisboa, Portugal Buscojobs Portugal Tempo inteiro

    Description :We are seeking a talented individual to join our Private Wealth team at Mercer. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to co-ordinate and...

  • Administrative Assistant

    3 semanas atrás

    Lisboa, Portugal Pt002 Mercer (Portugal) Lda Tempo inteiro

    Description: We are seeking a talented individual to join our Private Wealth team at Mercer.This role will be based in Lisbon.This is a hybrid role that has a requirement of working at least three days a week in the office.As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to co-ordinate and...

  • Administrative Assistant

    2 semanas atrás

    Lisboa, Portugal Mygwork Tempo inteiro

    This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.We are seeking a talented individual to join our Private Wealth team at Mercer.This role will be based in Lisbon.This is a hybrid role that has a requirement of working...

  • Estágio Private Wealth Management

    Há 1 mês

    Lisboa, Portugal BIG - Banco de Investimento Global Tempo inteiro

    **Description**: **O BiG é um Banco nacional especialista em Poupança e Investimento, com presença em Portugal, Espanha e Moçambique.** **Pretendemos para integrar a equipa de Private Wealth Management do BiG em Lisboa, um(a) estagiário(a), **pelo período de 12 meses nas instalações da Sede do BiG, na Av. 24 de Julho, em Lisboa. Este programa de...

  • Estágio Private Wealth Management

    Há 1 mês

    Lisboa, Portugal Big - Banco De Investimento Global Tempo inteiro

    O BiG é um Banco nacional especialista em Poupança e Investimento, com presença em Portugal, Espanha e Moçambique.Pretendemos para integrar a equipa de Private Wealth Management do BiG em Lisboa, um(a) estagiário(a), pelo período de 12 meses nas instalações da Sede do BiG, na Av.24 de Julho, em Lisboa.Este programa de estágio , centrar-se-á em:...

  • Wealth Management Discretionary Portfolio

    Há 6 dias

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group. With a strong presence of almost 7.000 employees working in Europe, Asia and the United States and €393 billion of assets under...

  • Client Service Coordinator

    Há 7 dias

    Lisboa, Lisboa, Portugal Mygwork Tempo inteiro

    About the RoleThis exciting opportunity is with Marsh McLennan, a forward-thinking organization that prioritizes diversity and inclusion. If you are contacted by the recruiter directly, please be aware that it is not recommended to respond.We are seeking a talented professional to join our Private Wealth team at Mercer in Lisbon. This hybrid role requires...

  • Wealth Management Data Privacy

    2 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNPP Wealth Management "Métier" is composed of 2 main business models structuring its activity- Wealth Management Domestic Markets (DM) and International Retail Markets (IRM) employ a unique model in which Private Banks at the domestic level are supported by BNPP's international and domestic Retail Banks - Wealth Management Global Asian...

  • Cyber Security Manager for EMEA Region in Bnp Paribas Wealth Management

    1 semana atrás

    Lisboa, Lisboa, Portugal Bnp Paribas Wealth Management Tempo inteiro

    About the RoleBnp Paribas Wealth Management, a leading global private bank, is seeking an experienced Cyber Security Manager to lead the management of ICT risks across all WM Sites and ensure cyber security for the EMEA region. As the Global ITRO, you will be responsible for enforcing Group's IT risk strategy and developing skills within the team.Main...

  • Wealth Management Execution Middle-office Officer

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNPP Wealth management is part of the International Financial Services pole of BNP Paribas Group - It is the 1st Private Bank in the Euro zone, employs 6,600 employees worldwide and has 370mn of assets under management - BNPP Wealth Management ("WM") is developing its Offering Middle Office which supports various Wealth Management...

  • Personal Assistant for Wealth Management

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    PERSONAL ASSISTANT FOR WEALTH MANAGEMENT (Nº DO VAGA: 2311WEMA16625) ** Descrição **About the job** Within WM Portugal International Markets Hub (PIMH) we are currently looking for a responsible Senior Executive Assistant to support our senior managers in a timely and professional manner. You will provide high-quality administrative and clerical...

  • Senior Personal Assistant for Wealth Management

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    SENIOR PERSONAL ASSISTANT FOR WEALTH MANAGEMENT (JOB NUMBER: 2311WEMA16625) **About the job** - The Mission of the Executive Assistant is to perform, coordinate and oversee office administrative duties while providing an extensive level of support to Executive Committee members. Reporting directly to an ExCo member, the Executive Assistant provides...

  • Wealth Management Project Manager

    2 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - With a strong presence of almost 7.000 employees working in Europe, Asia and the United States and €377 billion of assets under management as of March 2019, BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry - Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH =...

  • Gestor Private

    4 semanas atrás

    Lisboa, Lisboa, Portugal Big - Banco De Investimento Global Tempo inteiro

    Descrição do cargo: Estamos a procurar um(a) Gestor(a) Private para integrar a equipa de Private Wealth Management do BiG em Lisboa. O candidato(a) reportará ao Head of Private Banking em Lisboa. Responsabilidades:Construir, desenvolver e gerir o seu próprio portfólio de Clientes;Prospecção e organização regular de actividades com vista à...

  • Wealth Management Corporate Actions Senior Officer

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNP Paribas Group is a worldwide leader in banking and financial services, employing over 196.000 people across 75 countries and 5 continents - BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry. With a strong presence of almost 7.000 employees working in Europe, Americas, Middle East and Asia; with...

  • Wealth Management Opc Corporate Senior Officer

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNPP Wealth Management PIMH OPC team is currently growing in Portugal. These are very interesting opportunities to join the growing PIMH family as Senior OPC Corporate Officer **Your Main Activities Are** - Implementation of the Group policy related to Operational Permanent Control Framework within the Business line Wealth Management -...

  • Wealth Management Corporate Actions Senior Officer

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNP Paribas Group is a worldwide leader in banking and financial services, employing over 196.000 people across 75 countries and 5 continents - BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry. With a strong presence of almost 7.000 employees working in Europe, Americas, Middle East and Asia; with...

  • Wealth Management Corporate Actions Senior Officer

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - BNP Paribas Group is a worldwide leader in banking and financial services, employing over 196.000 people across 75 countries and 5 continents - BNP Paribas Wealth Management ("WM") is a global leader of the Private Banking industry. With a strong presence of almost 7.000 employees working in Europe, Americas, Middle East and Asia; with...

  • Senior Support Specialist for Private Wealth Team

    Há 7 dias

    Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiro

    We are seeking a highly skilled and organized individual to join our team at Mercer in Lisbon. This is a hybrid role that requires working at least three days a week in the office.Job DescriptionAs a member of our support team, you will work directly with consultants and financial planning teams to coordinate and deliver on all aspects of servicing for our...