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Investment Advisory Solutions Specialist
3 mesi fa
Your Role:
As an Investment Advisory Solutions Specialist, you will engage within ING's agile framework, overseeing the comprehensive management, development, and promotion of the investment advisory services utilized by ING Italy.
Your Key Responsibilities:
- Engage in intricate projects, including cross-border initiatives, related to the enhancement of investment advisory services involving multiple stakeholders and interdepartmental collaboration;
- Identify business needs and devise functional solutions to optimize digital processes that enhance the customer journey;
- Oversee the complete implementation cycle of business initiatives;
- Generate periodic investment monitoring reports for both business and regulatory purposes;
- Collaborate with the investment advisory team to address ongoing activities and resolve emerging issues;
- Assist sales channels and conduct training sessions aimed at improving investment advisory services and product distribution;
- Track the business performance of products/services by distribution channel and initiate early warning signals in case of adverse trends;
- Stay informed about the evolution of the investment advisory market concerning distribution models, regulations, and technological advancements to maintain a competitive and compliant value proposition.
Educational Qualifications:
- Master's degree in Finance, Economics, or related disciplines;
- Proficiency in English, both written and spoken;
- Experience in managing and executing projects related to investment advisory services and products (such as mutual funds and insurance-based investment products);
- Familiarity with discretionary portfolio management and/or private markets/alternative funds is advantageous;
Experience and Required Skills:
- Demonstrated experience in similar roles (minimum of 3 years);
- In-depth knowledge of investment advisory models, including the current regulatory landscape;
- Understanding of financial markets, investment products, and competitive landscape;
- Proven ability to manage and lead complex projects;
- Strong teamwork capabilities;
- Excellent planning and organizational skills;
- Customer-centric approach;
- Ability to create clear presentations and documentation;
- Well-developed communication and interpersonal skills, with a natural talent for training others.
Duration: Permanent
Location: Milan (hybrid)
About ING:
The Benefits of Joining ING:
Being part of a dynamic team in an innovative environment offers numerous advantages, including:
- Highly flexible working arrangements;
- Competitive base salaries along with performance-based bonuses;
- Diverse cultures and innovative mindsets;
- An international working environment;
- A commitment to sustainability;
- Extensive training and development opportunities to foster your growth;
- Numerous initiatives dedicated to physical and mental well-being;
- A special day off for your birthday, referred to as #doyourbirthday;
- And of course, complimentary water and coffee at the office.
Our Commitment:
ING is dedicated to fostering a diverse corporate culture, ensuring a safe and inclusive environment based on mutual respect and the value of diversity, providing equal job opportunities to all qualified candidates.