Investment Advisor

6 ore fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

About the Role:

We are seeking a highly skilled Investment Advisor to join our Advisory Team at Indosuez Wealth Management. As an Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers.

Key Responsibilities:

  • Analyze asset allocation proposals and provide market and financial analysis to support investment decisions.
  • Monitor financial markets and prepare analysis, comments, and reports containing operational guidelines.
  • Manage the operational aspects of investments and reporting as agreed with clients.
  • Take care of the operational management of the Product Catalogue.

Requirements:

  • Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets.
  • Good knowledge of the financial markets and/or the fund industry.
  • Excellent command of IT tools, particularly Power Point and Excel.
  • Excellent analytical, synthesis, and writing skills.
  • Ability to work independently and as part of a team.
  • Fluency in Italian and English or French.

What We Offer:

As an Investment Advisor at Indosuez Wealth Management, you will have the opportunity to work in a challenging and rapidly changing international environment. You will be exposed to a wide range of financial products and services, and will have the chance to enhance your knowledge and skills in a dynamic and supportive team.


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