Investment Advisory Expert

3 settimane fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno

Description du poste

Description of the key activities

Within 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 sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.

Your tasks will include, among others:

  • Analyze asset allocation proposals
  • Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)
  • Prepare analysis, comments and reports containing operational guidelines
  • Monitor portfolios and positions on a daily basis in order 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

You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of all products and services offered to a High or Ultra High Net Worth Individuals target, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market.

You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.

Your Profile:

You have a Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets

You have a good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)

You have ideally been trained on Bloomberg during a previous experience

You have an excellent command of IT tools, in particular Power Point and Excel

You have excellent analytical, synthesis and writing skills

You are known for your initiative and your ability to work both independently and in a team

Your colleagues will appreciate your interpersonal and communication skills and your team spirit

You are fluent in Italian and you also speak English or French

You have the following personal features: proactivity, accuracy, desire to learn, sense of responsibility

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