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Co-head Advisory
2 settimane fa
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 stakeholders in order to foster a better relationship between A&S and front office representatives with a clear performance-focused bias.
**Your future colleagues**
We will push towards a more dynamic environment where talent, hard work and performance are the rules of the game.
We will try our best to set the stage in the private banking business in Italy for the next 3 to 5 years.
- You Offer- At least 7-10 years in the private banking business
- Proven track record in an Advisory&Sales function
- Deep technical background and knowledge of both financial markets and investment solutions
- Excellent interpersonal skills, both written and oral
- Ability to work both independently and as a team player
- Fluent in Italian and English, additional languages are a plus
- Proficient Use of MS Office and Bloomberg
- CFA or CAIA are a plus
- Dedication to fostering an inclusive culture and value diverse perspectives
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