Investment Advisor | Wealth Management

1 settimana fa

Italia HypoVereinsbank A tempo pieno

Italien

Investment Advisory fornisce, in affiancamento alla rete commerciale, un servizio di consulenza personalizzato e proattivo, ad alto valore aggiunto in materia di consulenza sugli investimenti attraverso:

  • la definizione dell’asset allocation e la conseguente product allocation, in coerenza con il ciclo di vita e gli obiettivi di investimento del Cliente, sulla base delle indicazioni di asset allocation della Direzione Investimenti;
  • l’analisi e la valutazione dei prodotti d’investimento in un’ottica di relazione di lungo periodo, di sostenibilità economica e di qualità dei risultati;
  • il monitoraggio dei portafogli nel continuo;
  • la preparazione di opportuno materiale di supporto agli incontri.

L'universo di investimento/prodotti comprende l'intero spettro della piattaforma ad architettura aperta di Wealth Management, compresi titoli a reddito fisso, azioni, alternativi e mandati multi-asset globali. Il lavoro richiede la capacità di stabilire credibilità internamente ed esternamente, collaborare con i bankers, i gestori, gli analisti ed i product specialist nel nostro Gruppo in Italia e costruire rapporti con i clienti in qualità di esperto di investimenti al fine di promuovere servizi a clienti, privati holding ed altri enti.

L'Investment Advisory svolge un ruolo di primo piano nel dialogo sugli investimenti con i clienti. Egli deve comprendere gli scopi, gli obiettivi e l’orizzonte temporale del cliente per sviluppare e implementare il piano degli investimenti, fornire consulenza ai clienti sull'allocazione olistica degli asset, sulla costruzione del portafoglio e sui cambiamenti tattici dell'allocazione degli asset, e implementare soluzioni di investimento. Tali soluzioni includono: gestioni patrimoniali, fondi comuni di investimento, prodotti strutturati, private equity e investimenti in singoli titoli.

Inoltre, si occupa di rivedere la struttura del portafoglio con i clienti per confermare gli attuali obiettivi di investimento dei clienti ed eventualmente modificare l’asset allocation in relazione alle evoluzioni del mercato e delle esigenze della famiglia.

È preferibile esperienza comprovata in asset allocation/portafoglio multi-asset class con capacità di sales e con una forte conoscenza dei prodotti di investimento, con la capacità di relazionarsi oltre il singolo prodotto in un’ottica di product ed asset allocation.

Richieste eccellenti capacità di comunicazione: il candidato deve essere in grado di relazionarsi oralmente e per iscritto ad altissimo livello per generare fiducia con i clienti attraverso una discussione credibile su temi di investimento. Inoltre:

  • Fortissime capacità di presentazione e interpersonali, personalità caratterizzata da grinta e ambizione con track record dimostrato nel trattare con un'ampia gamma di clienti;
  • Capacità analitiche e forti competenze informatiche;
  • Capacità di prosperare in una cultura interna che punta all'innovazione, al servizio al cliente, alla partnership interna e all'imprenditorialità;
  • Team player in grado di lavorare efficacemente con tutti gli stakeholder.

Offriamo la possibilità di entrare in un gruppo bancario paneuropeo, con un contratto a tempo indeterminato e un pacchetto retributivo competitivo, correlato alla tua reale esperienza.

La nostra offerta di lavoro include anche:

  • Salute e benessere: la tua salute e il tuo benessere sono importanti per noi. Ecco perché otterrai vantaggi come l'assicurazione sanitaria, un regime pensionistico completo e l'accesso scontato alle offerte di sport e benessere.
  • Equilibrio tra lavoro e vita privata: orari flessibili, periodi sabbatici e diritto a congedi straordinari (ad es. per gli eventi della vita più rilevanti) rendono possibile questo equilibrio.
  • Benefit e servizi agevolati: offriamo ai nostri dipendenti il nostro conto gratuito, ampie offerte assicurative e altri vantaggi di servizi bancari.
  • Ambiente dinamico: farai parte di un ambiente internazionale, collaborativo e di supporto in cui le persone contano. Un luogo dove le persone sanno di essere apprezzate non solo per quello che fanno, ma soprattutto per quello che sono.

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