Junior Investment Advisor

3 giorni fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
Job Summary

Indosuez Wealth Management is seeking a highly skilled Junior Investment Advisor to join its team in Milan. As a Junior Investment Advisor, you will play a key role in supporting Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.

About the Role

As a Junior Investment Advisor, your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams. You will assist them in the preparation of investment proposals for all asset classes, in the development of risk analysis, and in portfolio construction activities.

Key Responsibilities
  • Analyze asset allocation proposals
  • 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
About You

We are looking for a highly motivated and organized individual with a Master's degree in Finance, Economics, or Management Engineering. You should have a good knowledge of the financial markets and/or the fund industry, as well as excellent analytical, synthesis, and writing skills. You should also be fluent in Italian and have a good command of IT tools, particularly PowerPoint and Excel.

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, the tenth largest bank in the world. With over 150 years of experience, Indosuez Wealth Management supports high net worth individuals, families, entrepreneurs, and professional investors in managing their private and professional wealth. The bank offers a tailored approach that allows each of its clients to protect and develop their wealth in line with their aspirations. Its teams provide a continuity of services that includes Consultancy, Financing, Investment Solutions, Fund servicing, Technological and Banking Solutions.

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