Description of the key activities Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services.
Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.
Your tasks will include, among others:
Analyze asset allocation proposalsMonitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)Prepare analysis, comments and reports containing operational guidelinesMonitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisionsManage the operational aspects of investments and reporting as agreed with clientsTake care of the operational management of the Product CatalogueYou will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of all products and services offered to High or Ultra High Net Worth Individuals, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market.
You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.
Your Profile: You have a Master's degree in Finance, Economics or Management Engineering with a specialization in financial marketsYou have a good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)You have ideally been trained on Bloomberg during a previous experienceYou have an excellent command of IT tools, in particular PowerPoint and ExcelYou have excellent analytical, synthesis and writing skillsYou are known for your initiative and your ability to work both independently and in a teamYour colleagues will appreciate your interpersonal and communication skills and your team spiritYou are fluent in Italian and you also speak English or FrenchYou have the following personal features: proactivity, accuracy, desire to learn, sense of responsibility
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