Portfolio Advisor Specialist

1 settimana fa

Milano, Lombardia, Italia Banca Generali A tempo pieno

The successful candidate will be responsible for contributing to the development of model portfolios. The team, focused on innovation, is engaged in significant projects such as the Robo-for-Advisor initiative, which integrates technical and financial aspects, involving various company functions and external partners.

Main Task and key responsibilities:

·      Developing and optimizing model portfolios for the sales network and creating tailored solutions for private clients.

·      Analyzing and optimizing the reallocation of portfolios across different asset classes and instruments.

·      Evaluating investment performance and analyzing portfolios.

·      Monitoring economic trends that could impact portfolios.

·      Managing and developing the Robo-for-Advisor engine, coordinating with other company functions and ensuring continuous updates

Must have:

·      Degree in Economics, Finance, or related disciplines.

·      In-depth knowledge of financial markets and investment instruments.

·      Excellent analytical and problem-solving skills.

·      At least 3/5 years of experience in similar role

·      Experience in complex projects with multiple internal and external stakeholders.

Nice to have:

·      Strong communication skills and customer orientation

·      Proficiency in English

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