Junior Investment Advisor

5 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. Your tasks will include analyzing asset allocation proposals, monitoring financial markets, preparing analysis and comments, and managing the operational aspects of investments and reporting.

Key Responsibilities
  • Analyze asset allocation proposals and provide recommendations
  • Monitor financial markets and provide market and financial analysis
  • Prepare analysis, comments, and reports containing operational guidelines
  • Manage the operational aspects of investments and reporting
  • Support Investment Advisors in their daily contact with Wealth Managers
Requirements

To be successful in this role, you will need a Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets. You will also need a good knowledge of the financial markets and/or the fund industry, as well as excellent analytical, synthesis, and writing skills.

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole, one of the world's largest banks. With a presence in 16 countries, Indosuez Wealth Management offers a range of services to high net worth individuals, families, and professionals, including investment management, financing, and wealth planning.


  • Junior Investment Advisor

    3 settimane fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryIndosuez 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 RoleAs a Junior Investment Advisor, your...

  • Junior Investment Advisor

    1 settimana fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job SummaryIndosuez 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 RoleAs a Junior Investment Advisor, your...


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

    Job SummaryIndosuez 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 RoleAs a Junior Investment Advisor, your...

  • Investment Advisor

    1 settimana fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:We are seeking a highly skilled Junior Investment Advisor to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will play a crucial role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers.Key Responsibilities:Analyze asset allocation proposals and provide market and...

  • Investment Advisor

    5 giorni fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    About the Role:We are seeking a highly skilled Junior Investment Advisor to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will play a crucial role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers.Key Responsibilities:Analyze asset allocation proposals and provide market and...

  • 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...


  • 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...

  • Investment Advisor

    3 giorni fa


    Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

    Job Summary:We are seeking a highly skilled Junior Investment Advisor to join our team at Indosuez Wealth Management. As a key member of our Advisory Team, you will play a crucial role in supporting Senior Investment Advisors in their daily interactions with Wealth Managers.Main Responsibilities:Analyze asset allocation proposals and provide recommendations...

  • Junior Investment Advisor

    2 settimane fa


    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...

  • Investment Advisor

    4 settimane 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...

  • Investment Advisor

    4 settimane 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...


  • 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...

  • Investment Advisor

    4 settimane 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...

  • Investment Advisor

    4 settimane 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...


  • Milano, Lombardia, Italia W Executive S.R.L. A tempo pieno

    Job Title: Junior Credit Advisor MilanoW Executive S.R.L. is seeking a highly motivated and detail-oriented Junior Credit Advisor to join our team in Milano. As a Junior Credit Advisor, you will be responsible for providing excellent customer service, managing credit risk, and developing strong relationships with clients.Key Responsibilities:Manage and...


  • Milano, Lombardia, Italia Hogan Lovells A tempo pieno

    Job Title:Community Investment, Fundraising and Strategic Partnerships Advisor - Continental EuropeAbout the Role:We are seeking a highly motivated and experienced professional to join our Community Investment, Fundraising and Strategic Partnerships team in Continental Europe. As a Community Investment, Fundraising and Strategic Partnerships Advisor, you...

  • Senior Investment Advisor

    1 settimana fa


    Milano, Lombardia, Italia Fineco Bank A tempo pieno

    Descrizione del ruoloFineco Bank è una banca europea leader con una storia di 20 anni e un approccio completamente digitale con un approccio senza filiali sin dall'inizio. Fineco è una delle banche con la gamma di prodotti più ampia disponibile. Abbiamo sviluppato una soluzione completamente personalizzata che include servizi di trading, investimenti e...

  • Senior Investment Advisor

    4 settimane fa


    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...


  • Milano, Lombardia, Italia Credit Agricole A tempo pieno

    Informazioni generaliEntitàCrédit Agricole Italia fa parte del Gruppo Internazionale Crédit Agricole: un gruppo bancario tra i più solidi nel panorama internazionale e presente in 46 Paesi del mondo, con 53 milioni di Clienti e circa collaboratori.L'Italia, con circa collaboratori, è l'unico paese oltre alla Francia dove Crédit Agricole è presente con...


  • Milano, Lombardia, Italia Skill Farm A tempo pieno

    About the Role:We are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Skill Farm. As a Junior Investment Banking Analyst, you will play a key role in evaluating companies and developing models for mergers and acquisitions transactions.Key Responsibilities:Evaluate companies and develop financial models for mergers and...