Manager - Family Offices Services_milano [tax]

PwC

Milano, Italy
Not specified
2-5 years experience in financial services
Deep knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics for asset classes
PwC is seeking a Manager for their Family Offices Services team in Milan, Italy, focusing on providing tax and legal consulting to ultra-high-net-worth individuals and their family offices. The ideal candidate will have 2-5 years of experience in financial services, strong analytical skills, and a proactive approach to managing multiple projects

Job Summary

  • This role supports UHNWI families and Family Offices in monitoring liquid and illiquid assets within a dynamic international context.
  • Responsibilities include data management, portfolio reconciliation, calculating performance metrics, and supporting asset allocation analysis.
  • The position involves project management for technological developments with custodian banks and software vendors while preparing wealth management reports.

Matching Summary

Match Score: 85

PwC is seeking a Manager for their Family Offices Services team in Milan, Italy, focusing on providing tax and legal consulting to ultra-high-net-worth individuals and their family offices. The ideal candidate will have 2-5 years of experience in financial services, strong analytical skills, and a proactive approach to managing multiple projects.

Skills & Requirements

Must-have

  • 2-5 years experience in financial services
  • Deep knowledge of traditional and alternative financial instruments
  • Understanding of risk and performance metrics for asset classes

Nice-to-have

  • CFA Level 1 candidate or intention to sit exam
  • Strong organizational and prioritization skills
  • Proactive, autonomous, and flexible team player

Key Requirements

  • 2 to 5 years of experience in consulting, Family Office, or banking
  • CFA Level 1 certification or intent to pursue it
  • Degree in Finance, Economics, or related field (implied)

Work Rights

Not specified

Tailored Resume

Cover Letter