Investment Advisory Support Specialist
4 settimane fa
Job Summary
We are seeking a highly skilled Investment Advisory Support Specialist to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will provide critical support to Senior Investment Advisors in their daily interactions with Wealth Managers.
Main Responsibilities
- Analyze asset allocation proposals and provide recommendations
- Monitor financial markets to provide market and financial analysis
- Prepare analysis, comments, and reports containing operational guidelines
- Monitor portfolios and positions on a daily basis to adjust them according to the Investment Committee's decisions
- 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
- Proficiency in IT tools, particularly PowerPoint 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
About Us
Indosuez Wealth Management is a leading international bank in the high net worth individual market. We offer a challenging and rapidly changing environment that requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines.
-
Investment Advisory Platform Specialist
4 settimane fa
Milano, Lombardia, Italia ING A tempo pienoAbout the RoleAs an Investment Advisory Platform Expert at ING, you will be responsible for the development, end-to-end management, and promotion of the investment advisory service adopted by ING Italy.Key Responsibilities:Participate in complex projects, including cross-country ones, related to the development of investment advisory services involving...
-
Investment Advisory Platform Specialist
4 settimane fa
Milano, Lombardia, Italia ING A tempo pienoAbout the RoleAs an Investment Advisory Platform Expert, you will be responsible for the development, end-to-end management, and promotion of the investment advisory service adopted by ING Italy.Your Key ResponsibilitiesParticipate in complex projects, including cross-country ones, related to the development of investment advisory services involving multiple...
-
Senior Investment Advisory Platform Specialist
3 settimane fa
Milano, Lombardia, Italia ING A tempo pieno["Job Description:About the Role:As Investment Advisory Platform Expert, you will work within ING's agile model.About the Responsibilities:Key responsibilities include participating in complex projects, defining business requirements, following implementation processes, and collaborating with the investment advisory team.About the Requirements:We are...
-
Investment Advisory Platform Strategist
2 settimane fa
Milano, Lombardia, Italia ING A tempo pienoKey Responsibilities:As Financial Services 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 include:Participating in complex projects, including cross-countries ones, related to development of...
-
Investment Advisory Professional
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob SummaryWe are seeking a highly skilled Investment Advisory Professional to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Main ResponsibilitiesAnalyze asset allocation proposals and...
-
Investment Advisory Expert
3 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoDescription du posteDescription of the key activitiesWithin the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services. Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's...
-
Senior Investment Platform Specialist
2 settimane fa
Milano, Lombardia, Italia ING A tempo pienoOverviewING is a leading financial institution that offers a wide range of banking and investment services. As an Investment Advisory Platform Expert, you will be part of our team that develops and manages investment advisory services for our clients.
-
Economic Advisory Specialist
2 settimane fa
Milano, Lombardia, Italia Colliers Advisory & Transaction Italy Srl A tempo pienoJob DescriptionAs Economic Advisory Specialist, you will be responsible for drafting reports, conducting market analysis of real estate/property complexes and agency opinion. You will also collect data related to the Italian and international economy, as well as socio-demographic analyses. This role requires strong knowledge of Microsoft Excel, Word, and...
-
Administrative Support Specialist
3 settimane fa
Milano, Lombardia, Italia Adecco Italia A tempo pienoAdministrative Support Specialist in Investment Banking**Job Summary**Adecco Credit & Banking is seeking a skilled Administrative Support Specialist to provide high-level administrative support to the Head of the function in the Italian Branch of a prestigious investment bank. The ideal candidate will possess excellent organizational skills, fluency in...
-
Financial Advisory Solutions Specialist
4 settimane fa
Milano, Lombardia, Italia ING A tempo pienoThe Financial Advisory Solutions Specialist will play a key role in analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of identified solutions within ING's Agile model.Key Responsibilities:Participate in complex projects, including cross-country initiatives, related to the development of investment...
-
Financial Advisory Solutions Specialist
4 settimane fa
Milano, Lombardia, Italia ING A tempo pienoThe Financial Advisory Solutions Specialist will be responsible for analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of identified solutions within ING's Agile model.Key Responsibilities:Participating in complex projects related to the development of investment advisory channels, involving multiple...
-
Financial Advisory Solutions Specialist
2 settimane fa
Milano, Lombardia, Italia ING A tempo pienoJob Summary:The Financial Advisory Solutions Specialist will be responsible for analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of identified solutions within ING's Agile model.Key Responsibilities:Participating in complex projects related to investment advisory channels, involving a plurality of...
-
Investment Governance Specialist
2 settimane fa
Milano, Lombardia, Italia Hs Mittweida A tempo pienoAre you a detail-oriented professional looking to expand your experience in investment governance and analytics?We are seeking a skilled Investment Governance Specialist to join our dynamic team at Hs Mittweida as maternity cover. In this role, you will provide strategic support in coordinating projects across investment affiliates, ensuring alignment with...
-
Investment Solutions Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoAbout the RoleYou will be working in the Investment Solutions Department, a business area that centralizes all portfolio management and investment advisory services for our clients.Under the supervision of the Head of Investment Solutions & Portfolio Management, you will support our Portfolio Managers in discovering the full scope of our business.Key...
-
Investment Solutions Portfolio Management Specialist
4 settimane fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoInvestment Solutions Portfolio Management RoleYou will be part of the Investment Solutions Department, a business area that centralizes all portfolio management and investment advisory services for our clients.Under the supervision of the Head of Investment Solutions & Portfolio Management, you will work closely with our Portfolio Managers to gain a deep...
-
Investment Governance Specialist
4 settimane fa
Milano, Lombardia, Italia Generali Italia A tempo pienoJob DescriptionWe are seeking a highly skilled professional to support the Investment Governance & Analytics team in Generali Investments Holding. In this role, you will provide critical support in coordinating strategic projects across Generali Investments affiliates, ensuring alignment with the company's governance standards and investment objectives.Main...
-
Vie Milan Support Specialist
4 settimane fa
Milano, Lombardia, Italia Crédit Agricole Group A tempo pienoThe Amundi Investment Platform Support Specialist will be part of the Milan Support Team, which is composed of 5 people. The team's activities include managing user demands and supporting the wide range of applications running on the global Amundi Investment Platform (Front Office, Trading, Middle Office, Risk, Compliance), Finance, Repository, etc. The...
-
Investment Advisor
1 mese fa
Milano, Lombardia, Italia Indosuez Wealth Management A tempo pienoJob DescriptionAs a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers. Your main mission will be to assist Investment Advisors in the preparation of investment proposals, risk analysis, and portfolio construction activities.Key Responsibilities:Analyze asset allocation...
-
Investment Solutions Portfolio Management Associate
4 settimane fa
Milano, Lombardia, Italia Crédit Agricole Group A tempo pienoKey Responsibilities:As a Portfolio Management and Investment Advisory Specialist at Crédit Agricole Group, you will work in direct support of our Portfolio Managers to discover the full scope of our business. Your tasks will include: Implementing indicators and dashboards to provide continuously updated financial data to managers Developing tools to...
-
Investment Governance Specialist
4 settimane fa
Milano, Lombardia, Italia Hs Mittweida A tempo pienoJob DescriptionWe are seeking a highly skilled professional to support our Investment Governance & Analytics team as maternity cover. In this role, you will provide coordination and support in strategic projects across Generali Investments affiliates, ensuring alignment with the company's governance standards and investment objectives.Main...