Investment Specialist
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In this role you will partner with CRMs to deliver tailored investment experiences aligned with client needs and geography. You will identify opportunities, prepare investment proposals, and oversee discretionary and advisory mandates within the bank’s strategy. You’ll support portfolio reviews, execution, and performance attribution while staying compliant with policies. This is an opportunity to shape how clients access PWM, PAM, and PAA solutions in a collaborative, cross-functional setting.
Responsabilità- Communicate the platform strategy and solutions to CRMs, clients and prospects
- Identify client needs and develop investment opportunities with CRMs; prepare proposals and portfolio reviews
- Develop, offer and service discretionary mandates and centralise their management
- Oversee advisory mandates to align with investment strategy and policy
- Support the team head with investment-related tasks and present/defend the philosophy and product offering
- Conduct regular portfolio reviews to ensure risk controls and compliance
- Execute and manage trade orders; invest cash positions and review client transactions
- Understand and report performance of advisory/managed portfolios and utilize marketing resources
- At least seven years’ investment advisory/management experience; client-facing experience
- Cross asset class experience with emphasis on equities, derivatives, structured products; knowledge of alternatives is a plus
- Fluent in Italian and English; French is a plus
- Strong technical knowledge across asset classes, investment vehicles, and the mandate/product offering
- Solid understanding of portfolio construction, investment processes, and risk management
- IT-proficient with Excel, Word, PowerPoint, Bloomberg, Avaloq, Profolio and related tools
- Strong client-focused attitude; ability to work under pressure; excellent presentation skills
- Team player with ability to work independently
- client-focused
- presentation skills
- team player
- Excel
- PowerPoint
- Bloomberg
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