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 for optimal portfolio construction
  • Monitor financial markets and provide market and financial analysis to support investment decisions
  • Prepare detailed reports and analysis to support Investment Committee decisions
  • Manage the operational aspects of investments and reporting for clients
  • Assist in the development of risk analysis and portfolio construction activities

Requirements:

  • Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets
  • Excellent knowledge of 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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