id: MzI0MDAyIDE3

reference: 324002

documentId: 324002

connectionPointId: 17

Titolo di lavoro: CONSULENTE FINANZIARIO

Descrizione del lavoro:
Aegis FSI, recruiter specialised in search and selection of professionals and managers in the Finance, Banking and Insurance market, on behalf of an important bank is looking for:

Investment Advisor

Within Wealth Management, the Investment Advisory (IA) is a hub, dedicated to bringing the international product platform across to key private clients. The Italian team is closely linked to the EMEA Investment team with the goal to generate investment proposals in open architecture framework, combining the view of the house as well as local investment themes and local tailor-made solutions.

The Job:
Within the Investment Advisory Team - Italy, the candidate will report to the Head of Wealth Advisory and will be part of the Investment Advisory team. His/her goal will be:
•	to add value to the team, bringing across investment culture and partnering with IA colleagues and bankers, while creating trust;
•	to generate investment recommendations and solutions, across all asset classes and products in open architecture environment, to HNI/UHNI clients;
•	to communicate asset allocation proposals and implement them, on top of specific advisory topics, leveraging on the bank international product platform.

Main Responsibilities:
•	Develop a clear proposition for the clients, seeking to succeed by offering differentiation and added value through the full capability of the bank;
•	Develop strategy for business books, consistently with the view of the house, and deploy strategy through disciplined asset allocation to portfolios, with the goal to help bankers managing clients with appropriate products and solutions;
•	Influence the audience, and generate revenues on the books, in a compliant, scalable and efficient way, through proactive support to bankers, anticipating needs;
•	Leverage product specialists and platform, whenever appropriate;
•	Act in awareness of compliance and regulatory requirements, tracking & monitoring investment suitability;
•	Deliver investment solutions to clients and bankers (Discretionary Portfolio Management, Wealth Asset Management, Funds, etc..), including investment proposals, and review constantly Clients’ portfolios;
•	Be Partner of the bankers in covering clients and develop where appropriate direct client coverage model;
•	Support the bankers in Net New Asset generation process;
•	Ownership of investment process (from initiating to closing).

Candidate requirements:
•	University Degree in Economics, or Finance (Master would represent a plus);
•	At least 5/8 years of experience in similar position, or as multi-asset class Discretionary Portfolio Manager, or Fund Manager. Ideally, the candidate worked as a Discretionary Portfolio Manager and/or Investment Manager in one leading financial institution;
•	Strong preference for candidates with knowledge of alternative products (hedge, fund solutions, structured products, listed products);
•	Strong sales skills;
•	Emotional intelligence: bring sense of urgency, be a team player, create trust;
•	In his/her comfort zone in dealing with both Clients and Senior Bankers;
•	Ability to work in a challenging, dynamic and solutions-oriented environment with international reach;
•	Result oriented mind-set, focused on execution, get it done approach;
•	Fluent in English, written and spoken (additional languages skills would be a plus).

Location: Milano

Per candidarsi accedere al seguente link: https://cv.aegishr.it/campaigns/candidatura.asp?c=2667&seq_campaign=F98C610EEFCD413E92D327DAEFFE409B

Aegis guarantees equal opportunities (L. 903/77) - Aegis Srl, AUT. MIN. Prot. 26543 D. Lgs 276/03.

numberOfPosts: 1

jobCategoriesCodes_0: http://data.europa.eu/esco/isco/C3434

positionTypeCode: temporary

contractTypeCodes_0: fulltime

Nome del datore di lavoro: AEGIS S.r.l.

employer_website: contact (at) aegishr.it

source: Anpal