Investment Advisory Platform Expert

1 settimana fa


Milano, Italia Tn Italy A tempo pieno

col-wideJob Description:Your Role: As Investment Advisory Platform Expert, you will work within ING's agile model and will be responsible for the development, end-to-end management and promotion of the investment advisory service adopted by ING Italy. Your key responsibilities:Participating in complex projects, including cross-countries ones, related to development of investment advisory service involving a plurality of stakeholders and cross-departmental activities;Define business requirements and functional solutions to improve the digital processes involving the customer journey strategy;Follow the end-to-end implementation process of business initiatives; Produce investment periodic monitoring reports both business and regulatory;Collaborate with the investment advisory team to manage running activities and issues that could arise over time;Support sales channels and provide training sessions on enhancing investment advisory service and product distribution;Monitor the business performance of the product/service by distribution channel and launch early warning signals in the event of negative phenomena;Follow the evolution of the investment advisory market in terms of distribution models, regulation, technological evolution to maintain an updated offer capable of guaranteeing an attractive and compliant value proposition.Educational Qualifications:Master's degree in Finance/Economics or related fields;Fluent English both written and spoken;Knowledge and experience in managing and implementing of projects related to investment advisory services and products (mutual funds, insurance-based investment products);Knowledge and experience on discretionary portfolio management and/or private markets/alternative funds will be a plus;Experience and required skills:Proven experience in similar roles (+3 years)Strong Knowledge of investment advisory models including current regulatory framework is a mustKnowledge of financial markets, investment products and competitorsExperience in managing/leading complex projectsAbility to work in a team Proven planning and organizational skillsCustomer oriented approachAbility to produce clear presentations and documentsWell-developed communication and interpersonal skills with a natural propensity for training peopleDuration:PermanentLocation:Milan (hybrid)About INGThe benefits of joining INGIn addition to being a part of a great team, working in a fun and innovative environment, we offer: Super flexible smart workingCompetitive base salaries and performance based bonusesDiverse cultures & Innovative mindsetsInternational EnvironmentCommitment to sustainabilityLots of training development opportunities to help you growLots of moments dedicated to physical and mental well-beingA special day off when it is your birthday: we call it #doyourbirthdayAnd of course we can't forget: free water & coffee at the office Our CommitmentDiversity is a fundamental element of our corporate culture, and we are fully committed to creating a safe and inclusive environment, based on mutual respect and the value of diversity, offering equal job opportunities to all qualified candidates.



  • Milano, Lombardia, Italia ING A tempo pieno

    Your Role: As Investment Advisory Platform Expert, you will work within ING's agile model and will be responsible for the development, end-to-end management and promotion of the investment advisory service adopted by ING Italy. Your key responsibilities: Participating in complex projects, including cross-countries ones, related to development of investment...


  • Milano, Lombardia, Italia ING A tempo pieno

    Your Role: As Investment Advisory Platform Expert, you will work within ING's agile model and will be responsible for the development, end-to-end management and promotion of the investment advisory service adopted by ING Italy. Your key responsibilities: Participating in complex projects, including cross-countries ones, related to development of investment...


  • Milano, Italia Oliver James Associates A tempo pieno

    For a leading Banking Group I'm looking for an **Investment Products Expert**. The Investment Products Expert, within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Asset management products offering platform, trading online and brokerage, Insurance Based...


  • Milano, Lombardia, Italia ING A tempo pieno

    The Financial Advisory Solution Expert, working as Customer Journey Expert within the ING's Agile model, will focus on analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of the identified solution. Your key responsibilities: Participating in complex projects, including cross-countries ones,...


  • Milano, Italia Ing Bank N.V. A tempo pieno

    The Financial Advisory Solution Expert, working as Customer Journey Expert within the ING's Agile model, will focus on analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of the identified solution. Your key responsibilities: Participating in complex projects, including cross-countries ones, related to...


  • Milano, Lombardia, Italia ING Bank N.V. A tempo pieno

    The Financial Advisory Solution Expert, working as Customer Journey Expert within the ING's Agile model, will focus on analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of the identified solutionYour key responsibilities:Participating in complex projects, including cross-countries ones, related to...

  • Investment Product Expert

    3 settimane fa


    Milano, Italia ING Direct A tempo pieno

    The Investment Products Expert, positioned as Customer Journey Expert (CJE) within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Mutual Funds offering platform, trading online and brokerage, Insurance Based Investment Products, Unit Linked and Investment Linked...


  • Milano, Italia Ing Bank N.V. A tempo pieno

    Job Description The Investment Products Expert, positioned as Customer Journey Expert (CJE) within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Asset management products offering platform, trading online and brokerage, Insurance Based Investment Products),...


  • Milano, Italia Ing Bank N.V. A tempo pieno

    Job DescriptionThe Investment Products Expert, positioned as Customer Journey Expert (CJE) within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Asset management products offering platform, trading online and brokerage, Insurance Based Investment Products), related...


  • Milano, Italia Ing Bank N.V. A tempo pieno

    Job DescriptionThe Investment Products Expert, positioned as Customer Journey Expert (CJE) within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Asset management products offering platform, trading online and brokerage, Insurance Based Investment Products), related...


  • Milano, Lombardia, Italia ING A tempo pieno

    Job DescriptionThe Investment Products Expert, positioned as Customer Journey Expert (CJE) within the Agile organization, has end-to-end responsibility for the analysis, management, development and harmonization of the Investment products (Asset management products offering platform, trading online and brokerage, Insurance Based Investment Products), related...


  • Milano, Italia Savills Investment Management A tempo pieno

    About the Company Our purpose is to build prosperity by investing in resilient real assets. Our vision is to be a trusted investment manager, respected for our expertise in restorative real estate investment enabling people, communities and eco-systems to thrive. We are a dedicated real estate and real-estate debt specialist managing €25.5bn on behalf of...


  • Milano, Italia Savills Investment Management A tempo pieno

    About the Company Our purpose is to build prosperity by investing in resilient real assets. Our vision is to be a trusted investment manager, respected for our expertise in restorative real estate investment enabling people, communities and eco-systems to thrive. We are a dedicated real estate and real-estate debt specialist managing €25.5bn on behalf of...

  • Senior Investment Advisor

    1 settimana fa


    Milano, Italia Fineco Bank A tempo pieno

    PrintCompany DescriptionFineco Bank is a leading European bank with a 20 years history and a fully digital DNA with a branchless approach since the start.Fineco is one of the banks with the widest products range available.We have developed a truly one-stop-solution which includes trading, investment and payment services.We have developed a 100% proprietary...

  • Co-head Advisory

    2 settimane fa


    Milano, Italia Credit Suisse A tempo pieno

    Wealth Management / Wealth & Financial Planning English **We Offer** Co-heading A&S capabilities within the CS Italian domestic platform in order to help with the integration process with UBS SE. Coordinate the investment consultant team within the CS Italian domestic platform towards a better and up-to date coverage model. Liaise with key local...

  • Real Estate

    4 giorni fa


    Milano, Italia Page Personnel A tempo pieno

    Real Estate Investment & Asset Management Company 2-3 years of experience in Real Estate (Advisory/Transaction Services) Il nostro clienteInvestment & Asset Management CompanyRuolo Investment analysis, valuation and execution; Portfolio monitoring and management; Due diligence Market research, industry analysis and competitive positioning; Deal sourcing and...

  • Real Estate

    3 settimane fa


    Milano, Italia Page Personnel A tempo pieno

    Real Estate Investment & Asset Management Company 2-3 years of experience in Real Estate (Advisory/Transaction Services) Il nostro clienteInvestment & Asset Management CompanyRuolo Investment analysis, valuation and execution; Portfolio monitoring and management; Due diligence Market research, industry analysis and competitive positioning; Deal...

  • Real Estate

    3 settimane fa


    Milano, Italia Page Personnel A tempo pieno

    Real Estate Investment & Asset Management Company 2-3 years of experience in Real Estate (Advisory/Transaction Services) Il nostro clienteInvestment & Asset Management CompanyRuolo Investment analysis, valuation and execution; Portfolio monitoring and management; Due diligence Market research, industry analysis and competitive positioning; Deal...


  • Milano, Italia Mia-Platform A tempo pieno

    **About us ‍ ️‍ ️** Mia-Platform is a highly innovative tech company with the mission of promoting and guiding the digital transformation of large companies. Mia-Platform is a Silver Member of the CNCF and it is a Kubernetes Service Provider contributing to the Kubernetes community in Italy and organizing KCD events in Italy. We are scaling up and...

  • Investment Associate

    3 settimane fa


    Milano, Italia EDGE - A Division of Eurosearch Consultants A tempo pieno

    Eurosearch Consultants, the first Italian company operating in Executive Search services, is searching for an Italian Portfolio Company of an Independent Investment Group, an: **Investment Associate** **Posizione**: **Main purpose of the role**: - Work closely with the Managing Director in the structuring, execution and monitoring of investment...