Investment Advisory Support Specialist

4 settimane fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

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.



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