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Descripción del puesto:
La banque Indosuez Wealth Management, établissement financier de 400 collaborateurs, spécialisée dans la gestion de fortune et gérant plus de 30 milliards d'actifs.
You will join our Markets and Investment Solutions Department, a business area that aims to centralize all the portfolio management and investment advisory services offered to our clients, as well as marketing activities. In particular the Advisory department is in charge of the proactive management of portfolios of those clients who have signed an investment advisory mandate, based on the customer overall investment strategy and risk profile and in line with the investment strategy defined by the bank. In continuous contact with the Wealth Managers, the Investment Advisors promote and provide global support for the products and services offered by the bank (Discretionary Management, Investment Advice, Investment Funds, Private Equity, Structured Products, Wealth Engineering, Life Insurance, Real Estate Financing, Securities). Advisors examine the opportunities offered by the market and identify the best investment solutions to submit to the attention of each client, based on his/her characteristics, risk profile and objectives. 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 proposals · Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.) · Prepare analysis, comments and reports containing operational guidelines · Monitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisions · Manage the operational aspects of investments and reporting as agreed with clients · Take care of the operational management of the Product Catalogue You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to several 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 a High or Ultra High Net Worth Individuals target, 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
Requerimientos del candidato/a:
- Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets - excellent analytical, synthesis and writing skills - initiative and ability to work both independently and in a team - good interpersonal and communication skills - proactivity, accuracy, willingness to learn, reliability - good knowledge of the financial markets - knowledge of Bloomberg - excellent command of IT tools, in particular Power Point and Excel - fluent in Italian and English
Origen: | Web de la compañía |
Publicado: | 11 Oct 2024 |
Idiomas: | Inglés |
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