Portfolio Analysis

6 giorni fa

Milano, Italia UBS A tempo pieno

Italy
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 256748BR

**City**
- Milano

**Job Type**
- Full Time

**Your role**
- Are you great at answering questions and suggesting investment advices?
- We are looking for someone who can:

- define advisory proposals that best meet our clients’ needs, in cooperation with Client Advisors
- proactively contact Client Advisors with investment opportunities, and make sure clients are invested according to their risk profile
- ensure smooth execution of day-to-day queries
- carry out risk management tasks to meet legal and regulatory requirements

**Your team**
- You will work in the glorious PORTFOLIO ANALYSIS & ADVISORY DESK ITALY (PAAD) Team.
- As PAAD, you will fosters the systematic client book development across all segments (HNWI/UHNW), i.e. client analysis, portfolio optimization, solution implementation through pro-active delivery of investment proposals.

**Your expertise**
- You have:

- a university degree
- solid skills and education in economics
- a genuine passion for financial markets
- a gift for analyzing and solving problems
- a huge interest in investment advisory
- advanced Excel skills
- entrepreneurial mindset, willingness to travel
- Knowledge of ATK/ART would be a plus
- You are:

- analytical
- truly service oriented
- an excellent communicator, with strong interpersonal skills
- a perfectionist for flawless execution
- fluent in English and Italian

**About us**
- Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
- We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

**How we hire**

**Join us**

**Contact Details**
- UBS Recruiting Italy

**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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