Junior Investment Advisor
2 settimane fa
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 contact with Wealth Managers on the provision of investment advisory services.
Key Responsibilities- Analyze asset allocation proposals and provide recommendations to Investment Advisors
- Monitor financial markets to provide market and financial analysis, including advanced Excel files and PowerPoint presentations
- 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
- Master's degree in Finance, Economics, or Management Engineering with a specialization in financial markets
- Good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)
- Ideally trained on Bloomberg during a previous experience
- Excellent command of IT tools, particularly Power Point and Excel
- Excellent analytical, synthesis, and writing skills
- Known for initiative and ability to work both independently and in a team
- Fluent in Italian and also speak English or French
- Proactive, accurate, desire to learn, sense of responsibility
Indosuez Wealth Management is the global wealth management brand of Crédit Agricole, the 10th largest bank in the world (source: The Banker 2022). For over 150 years, Indosuez Wealth Management has been supporting 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 Consulting, Financing, Investment Solutions, Fund servicing, Technological and Banking Solutions.
LocationEurope, Italy, Lombardy, Milan
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