Portfolio Structuring Advisor Specialist
1 settimana fa
Join to apply for the Portfolio Structuring Advisor Specialist role at Generali Generali is a leading company in Italy in private banking, offering its customers the best strategies for effective financial planning and protection through a network of private consultants at the top of the sector in terms of skills and professionalism. The Portfolio Structuring & Advisory Team provides consulting support to the bank’s distribution networks, offering differentiated investment ideas tailored to various risk profiles and client needs. The successful candidate will contribute to the development of model portfolios and be engaged in significant projects such as the Robo‑for‑Advisor initiative, which integrates technical and financial aspects involving various company functions and external partners. Main tasks and key responsibilities: Developing and optimizing model portfolios for the sales network and creating tailored solutions for private clients Analyzing and optimizing the reallocation of portfolios across different asset classes and instruments Evaluating investment performance and analysing portfolios Monitoring economic trends that could impact portfolios Managing and developing the Robo‑for‑Advisor engine, coordinating with other company functions and ensuring continuous updates Requirements: Degree in Economics, Finance, or related disciplines In-depth knowledge of financial markets and investment instruments Excellent analytical and problem‑solving skills At least 2 years of experience in a similar role Experience in complex projects with multiple internal and external stakeholders Nice to have: Strong communication skills and customer orientation Proficiency in English Company Profile: Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life. If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process. Seniority level Associate Employment Type Full‑time Job Function Accounting/Auditing Industry Banking #J-18808-Ljbffr
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Portfolio Structuring Advisor Specialist
14 ore fa
milano, Italia Generali Italia SpA A tempo pienoJob Description Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.We are looking for Specialist for a Portfolio...
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Portfolio Structuring Advisor Specialist
6 giorni fa
Milano, Italia Generali Italia Spa A tempo pienoJob DescriptionBanca Generaliis a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.We are looking for Specialist for a Portfolio...
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Portfolio Structuring Advisor Specialist
7 giorni fa
Milano, Italia Generali Italia SpA A tempo pienoJob Description Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.We are looking for Specialist for a Portfolio...
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Portfolio Structuring Advisor Specialist...
6 giorni fa
Milano, Italia Altro A tempo pienoJoin to apply for the Portfolio Structuring Advisor Specialistrole atGeneraliGenerali is a leading company in Italy in private banking, offering its customers the best strategies for effective financial planning and protection through a network of private consultants at the top of the sector in terms of skills and professionalism.The Portfolio Structuring &...
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Portfolio Structuring Advisor Specialist
1 settimana fa
Milano, Italia Generali A tempo pienoJoin to apply for thePortfolio Structuring Advisor Specialistrole atGeneraliGenerali is a leading company in Italy in private banking, offering its customers the best strategies for effective financial planning and protection through a network of private consultants at the top of the sector in terms of skills and professionalism.The Portfolio Structuring &...
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Portfolio Strategy
1 settimana fa
Milano, Italia Generali A tempo pienoA leading private banking firm in Milan is searching for a Portfolio Structuring Advisor Specialist. This full-time role involves developing tailored investment strategies and optimizing model portfolios for clients. The ideal candidate will have a degree in Economics or Finance, at least 2 years of relevant experience, and strong analytical and...
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Portfolio Strategy
1 settimana fa
Milano, Italia Generali A tempo pienoA leading private banking firm in Milan is searching for a Portfolio Structuring Advisor Specialist.This full-time role involves developing tailored investment strategies and optimizing model portfolios for clients.The ideal candidate will have a degree in Economics or Finance, at least 2 years of relevant experience, and strong analytical and communication...
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Strategic Portfolio Architect
6 giorni fa
Milano, Italia Generali Italia Spa A tempo pienoA leading financial services company in Italy is seeking a Specialist for Portfolio Structuring & Advisory to develop and optimize model portfolios.This role involves analyzing investment performance, monitoring economic trends, and managing the Robo-for-Advisor engine.The ideal candidate will possess a degree in Economics or Finance and at least 3 years of...
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Strategic Portfolio Architect
7 giorni fa
Milano, Italia Generali Italia SpA A tempo pienoA leading financial services company in Italy is seeking a Specialist for Portfolio Structuring & Advisory to develop and optimize model portfolios. This role involves analyzing investment performance, monitoring economic trends, and managing the Robo-for-Advisor engine. The ideal candidate will possess a degree in Economics or Finance and at least 3 years...
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Project Finance
2 settimane fa
Milano, Italia Maire A tempo pienoUn'importante azienda di consulenza è alla ricerca di un Project and Capital Structuring Specialist a Milano.Il candidato ideale deve avere una laurea in Economia o Finanza e almeno 3-4 anni di esperienza nel campo del Project Finance.Le responsabilità includono lo sviluppo di modelli finanziari, la gestione di transazioni nel portafoglio, e collaborare...
