Senior Investment Advisor

2 settimane fa


Milano, Lombardia, Italia FinecoBank S.p.A. A tempo pieno
Descrizione del Ruolo

La persona da noi ricercata, inserita nella Direzione Advisory, TP & Private Banking Solutions presso la sede di Milano, sarà chiamata a svolgere le seguenti attività:

  • Sviluppare soluzioni di portafoglio personalizzate dedicate alla Clientela Private della Banca, al fine di tradurre i bisogni della clientela in opportunità di investimento;
  • Supportare i Private Bankers nella definizione e nel monitoraggio attivo dei portafogli realizzati;
  • Collaborare alla realizzazione di report dedicati in base agli specifici livelli di ingaggio ricevuti dai consulenti private;
  • Mantenere un costante aggiornamento sull'andamento dei mercati e contribuire all'implementazione delle strategie di investimento;
  • Conoscere gli strumenti necessari alla definizione delle strategie di portafoglio richieste e definire elenchi alternativi di scelta da proporre in fase di costruzione delle proposte.
Requisiti
  • Laurea in Economia o Statistica
  • Ottima conoscenza dei Prodotti di risparmio gestito e amministrato
  • Conoscenza delle tecniche di Asset Allocation
  • Conoscenza di tematiche di Risk Measurement & Management
  • Conoscenza delle tecniche di Performance Measurement & attribution
  • Preferibile conoscenza dei programmi specifici di gestione del rischio/calcolo performance
  • Ottima conoscenza del pacchetto Office
  • Buona conoscenza della Lingua Inglese
  • Costituisce requisito preferenziale la conoscenza del software di analisi finanziaria Factset
Caratteristiche del Candidato
  • Intraprendenza
  • Curiosità
  • Entusiasmo
  • Capacità relazionali
  • Capacità di lavoro in Team
  • Forti capacità di dinamicità e proattività


  • 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...

  • Investment Advisor

    4 giorni fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    Job Title: Junior Investment AdvisorJoin our team at Crédit Agricole Group as a Junior Investment Advisor, where you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers. Your primary mission will be to assist Investment Advisors in preparing investment proposals, risk analysis, and portfolio...

  • Investment Advisor

    4 giorni fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    Job Title: Junior Investment AdvisorJoin our team at Crédit Agricole Group as a Junior Investment Advisor and take on a challenging role that will help you grow your career in the financial industry.About the Role:We are seeking a highly motivated and detail-oriented individual to support our Senior Investment Advisors in their daily contact with Wealth...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:As a Junior Investment Advisor - Portfolio Management at Indosuez Wealth Management, you will play a key role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers to provide investment advisory services.Key Responsibilities:Analyze asset allocation proposals to ensure alignment with client objectivesMonitor...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    About the RoleWe are seeking a highly skilled Junior Investment Advisor to join our team at Crédit Agricole Group. 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 provide...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    About the RoleWe are seeking a highly skilled Junior Investment Advisor to join our team at Crédit Agricole Group. 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 provide...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the RoleWe are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting our Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.Key...


  • Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job DescriptionRole Summary:We are seeking a highly motivated and detail-oriented Junior Investment Advisor to join our team at Indosuez Wealth Management. As a Junior Investment Advisor, you will play a key role in supporting our Senior Investment Advisors in their daily interactions with Wealth Managers, providing investment advisory services to...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    About the RoleWe are seeking a highly skilled Junior Investment Advisor to join our team at Crédit Agricole Group. 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: Review and...

  • Junior Investment Advisor

    2 settimane fa


    Milano, Lombardia, Italia Crédit Agricole Group A tempo pieno

    About the RoleWe are seeking a highly skilled Junior Investment Advisor to join our team at Crédit Agricole Group. 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: Review and...


  • Milano, Lombardia, Italia FinecoBank S.p.A. A tempo pieno

    Job DescriptionFinecoBank S.p.A. è una banca multicanale che offre, in un unico conto, servizi di banking, credit, trading e investimento. E' leader in Europa nel brokerage e dispone di una delle maggiori reti di consulenti finanziari, con un network capillare di Fineco Center in tutta Italia.ResponsabilitàSviluppare, in accordo con il Team di Investment...

  • Investment Advisor

    4 giorni fa


    Milano, Lombardia, Italia HypoVereinsbank - UniCredit A tempo pieno

    Descrizione del ruoloL'Investment Advisor svolge un ruolo fondamentale nel fornire consulenza ai clienti su strategie di investimento e pianificazione finanziaria. Il candidato ideale sarà in grado di analizzare le esigenze dei clienti e sviluppare soluzioni personalizzate per raggiungere i loro obiettivi finanziari a lungo termine.Le responsabilità del...

  • Senior Consultant

    4 giorni fa


    Milano, Lombardia, Italia Be Think, Solve, Execute S.p.A. A tempo pieno

    Join Our Team as a Senior ConsultantWe are seeking a highly skilled Senior Consultant to join our team in Milan. As a Senior Consultant, you will be involved in projects related to Front Office and Investment Banking.Key Responsibilities:Develop and implement solutions for clients in the Capital Markets and Investment Banking sectorsCollaborate with...


  • Milano, Lombardia, Italia Skill Farm A tempo pieno

    Job SummarySkill Farm is seeking a highly skilled professional to join our team as an Investment Banking Vice President. The successful candidate will be responsible for delivering capital markets advice to corporate clients and managing the day-to-day execution process.Key ResponsibilitiesLiaise with teams in ECM syndicate, sales, research, and trading to...


  • Milano, Lombardia, Italia Skill Farm A tempo pieno

    Job SummarySkill Farm is seeking a highly skilled professional to join our team as an Investment Banking Vice President. The successful candidate will be responsible for delivering capital markets advice to corporate clients and managing the day-to-day execution process.Key ResponsibilitiesLiaise with teams in ECM syndicate, sales, research, and trading to...


  • Milano, Lombardia, Italia Alantra Group A tempo pieno

    About the Role**Investment Banking Senior Analyst - Business Development Expert**We are seeking a highly skilled Investment Banking Senior Analyst to join our team in Milan. As a key member of our Investment Banking division, you will be responsible for providing independent advice on mergers and acquisitions, debt advisory, financial restructuring, and...


  • Milano, Lombardia, Italia Alantra Group A tempo pieno

    {"About the Role": "Investment Banking Senior AnalystAs a Senior Investment Banking Analyst at Alantra Group, you will play a key role in providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions.With a strong understanding of industry sectors and local relationships with companies, investors, and financing...

  • Senior Advisor

    4 giorni fa


    Milano, Lombardia, Italia Aristeia Risk Consulting Srl A tempo pieno

    Aristeia Risk Consulting Srl, una giovane e dinamica società di consulenza in materia di Corporate Governance, Internal Audit, Compliance e Forensic Accounting, ricerca per la propria sede unSenior AdvisorIl candidato ideale, laureato in discipline economiche, ha maturato almeno 3/4 anni di esperienza in primarie società di consulenza o in contesti...


  • Milano, Lombardia, Italia Alantra Group A tempo pieno

    About the RoleWe are seeking a highly skilled Investment Banking Senior Analyst to join our team in the Milan office of the Alantra Group. As a key member of our Investment Banking division, you will play a crucial role in providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions.Key ResponsibilitiesPrepare...