Investment Advisor

4 settimane fa

Milano, Italia Hays A tempo pieno

La tua nuova azienda Il nostro cliente è una Società di Intermediazione Mobiliare (SIM), appartenente ad un noto gruppo bancario italiano.
In ottica di potenziamento della struttura, siamo alla ricerca di una risorsa da inserire nell'ambito del Servizio Investimenti all'interno dell'Ufficio Advisory.
Il tuo nuovo ruolo La figura ricercata si occuperà delle seguenti attività:
Supporto alla definizione, predisposizione ed implementazione dei "Portafogli Modello" in classi di attivo e dei "Portafogli Consigliati" in strumenti di risparmio gestito, inclusa la predisposizione della documentazione illustrativa dei Portafogli stessi ai fini di dialogo con la rete delle logiche e view alla base delle modifiche inserite;Assistenza e supporto alla rete commerciale del Gruppo su tematiche finanziarie connesse alla prestazione del servizio di consulenza finanziaria, quali informazione su prodotti finanziari e elaborazione di soluzioni di investimento di risparmio gestito; gradita buona conoscenza del mondo titoli obbligazionari ed ETF;Partecipazione ad incontri tecnici e di formazione alla rete commerciale del Gruppo sulle tematiche di cui ai punti precedenti.Di cosa hai bisogno per aver successo Il candidato ideale è in possesso dei seguenti requisiti:
Laurea in materie economico-finanziarie con un focus su tematiche di mercati finanziari, politiche monetarie e/o fiscali, prodotti di investimento e scelte di portafoglio;Esperienza professionale di almeno 6 anni in ambito finanziario, preferibilmente presso l'Ufficio Advisory di banche, SIM e/o SGR;Completa padronanza del pacchetto Office;Gradita conoscenza di VBA o altri pacchetti di programmazione al fine di analisi dati;Utilizzo della piattaforma Bloomberg;Buona conoscenza lingua inglese.Completano il profilo spiccate doti relazionali e capacità di relazionare a platee, un approccio fortemente analitico e disponibilità alle trasferte.
Il conseguimento delle certificazioni CFA e/o MBA sarà considerato un plus.
Cosa avrai in cambio Contratto di lavoro a tempo indeterminato - CCNL Credito
Sede di lavoro: Milano
Cosa devi fare ora Se sei interessato a questa opportunità, clicca su "Candidarsi ora" per inviare una copia aggiornata del tuo CV.
Se questa opportunità non è in linea con le tue aspettative, ma sei alla ricerca di un nuovo lavoro, visita il nostro sito Internet per scoprirne di nuove.

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