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Senior Investment Advisor

2 mesi fa

Milano, Lombardia, Italia FinecoBank S.p.A. A tempo pieno
Descrizione del Ruolo

La persona da noi ricercata, inserita nella Direzione Advisory, TP & Private Banking Solutions presso la sede di Milano, sarà chiamata a svolgere le seguenti attività:

  • Sviluppare soluzioni di portafoglio personalizzate dedicate alla Clientela Private della Banca, al fine di tradurre i bisogni della clientela in opportunità di investimento;
  • Supportare i Private Bankers nella definizione e nel monitoraggio attivo dei portafogli realizzati;
  • Collaborare alla realizzazione di report dedicati in base agli specifici livelli di ingaggio ricevuti dai consulenti private;
  • Mantenere un costante aggiornamento sull'andamento dei mercati e contribuire all'implementazione delle strategie di investimento;
  • Conoscere gli strumenti necessari alla definizione delle strategie di portafoglio richieste e definire elenchi alternativi di scelta da proporre in fase di costruzione delle proposte.
Requisiti
  • Laurea in Economia o Statistica
  • Ottima conoscenza dei Prodotti di risparmio gestito e amministrato
  • Conoscenza delle tecniche di Asset Allocation
  • Conoscenza di tematiche di Risk Measurement & Management
  • Conoscenza delle tecniche di Performance Measurement & attribution
  • Preferibile conoscenza dei programmi specifici di gestione del rischio/calcolo performance
  • Ottima conoscenza del pacchetto Office
  • Buona conoscenza della Lingua Inglese
  • Costituisce requisito preferenziale la conoscenza del software di analisi finanziaria Factset
Caratteristiche del Candidato
  • Intraprendenza
  • Curiosità
  • Entusiasmo
  • Capacità relazionali
  • Capacità di lavoro in Team
  • Forti capacità di dinamicità e proattività