INVESTMENT ADVISOR M/F

Edmond de Rothschild; Italia; In loco; EUR 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

A prestigious investment firm in Milan seeks a Mid-Senior Investment Advisor to manage client portfolios and provide strategic investment advice. The ideal candidate has 5-10 years in finance, strong communication skills, and a MSc in Finance or CFA charter. Proficiency in Italian and English is required, with expertise in financial markets and client relationship management.

Competenze

• Minimum of 5 to 10 years of experience in portfolio management or advisory.
• Deep knowledge of multi-asset products and banking regulations.
• Fluency in Italian and high proficiency in English required.

Mansioni

• Manage client portfolios and execute trades under advisory mandates.
• Analyze financial markets to identify investment opportunities.
• Support private bankers in commercial activities.

Conoscenze

Portfolio management

Financial analysis

Investment strategies

Communication

Critical thinking

Formazione

MSc in Finance

CFA charter

Strumenti

MS Office

VBA programming

Descrizione del lavoro

Join to apply for the INVESTMENT ADVISOR M/F role at Edmond de Rothschild

Overview

Within the Edmond de Rothschild (Europe) private bank, we are seeking an Investment Advisor for the Investment Advisory team based in Milan (IT). You will provide advice and ensure proactive and personalized follow-up of a client portfolio, acting as a technical expert on financial markets. You will be in regular contact with both clients and private bankers to offer investment and asset allocation advice.

Responsibilities

• Ensure portfolio management and trading/execution under advisory mandates, generating quality performance to meet client expectations.
• Monitor and analyze financial markets in order to gain precise insight into investment opportunities and generate investment ideas.
• Support and assist private bankers in their commercial activities, bringing your expertise to ensure the growth of assets under advisory mandates.
• Generate multi-platform investment proposals for clients and bankers of the EDR Group.
• Actively contribute and participate in strategic and tactical allocation committees.
• Contribute to the profitability and growth of assets under management.
• Instruct and supervise management actions, and perform operational follow-up of accounts under advisory management.

Qualifications / Profile

• A minimum of 5 to 10 years of professional experience in portfolio management or advisory management.
• Initial training: MSc in Finance; CFA charter preferred.
• Deep knowledge of multi-asset products (equities, fixed income, derivatives, alternative investments) and banking regulations.
• Solid knowledge of key macroeconomic and market indicators.
• Previous experience with HNWI or institutional clients.
• Italian native speaker with high proficiency in English. Mastery of any other language (French especially) is a plus.
• Extensive familiarity with financial information software and mastery of MS Office tools and VBA programming.
• Impeccable ethics and discretion.
• Critical thinking, analysis and synthesis skills, and writing abilities.
• Excellent verbal and written communication.
• Autonomy, adaptability, rigor, organizational skills, and strong listening abilities.

About Us

Edmond de Rothschild is a conviction-driven investment house dedicated to wealth creation, specialising in Private Banking and Asset Management, serving an international clientele of families, entrepreneurs and institutional investors. The Group is active in Corporate Finance, Private Equity, Real Estate and Fund Services. Family-owned and independent, the Group favours bold strategies and investments rooted in the real economy, combining long-term performance and impact.

Other information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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