Investment Professional: Client Care & Portfolio Support

Experteer Italy; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking an Investment Professional Analyst to support Client Advisors and manage client accounts. The ideal candidate has a university degree in finance or a related field, is fluent in English and Italian, and possesses strong organizational and problem-solving skills. This full-time position offers a dynamic work environment where you can develop your career alongside talented colleagues. Join us to make a meaningful impact in client's financial journeys.

Competenze

• University degree, in finance, law or business related subject (or equivalent).
• Fluent in English and Italian.
• Experience with PowerPoint and Excel.
• Excellent interpersonal skills, both written and oral.
• Self-starter, extremely organized with strong commitment to accuracy.
• Good judgment and problem solving skills.
• Ability to work both independently and as a team player.

Mansioni

• Monitor client accounts and assist with daily account administration.
• Support Client Advisors in documentation and assessments.
• Assist in account opening processes.
• Manage documentation for investment purposes.
• Advise on trade execution and settlement.
• Liaise with various teams for support.
• Prepare investment performance review presentations.
• Maintain risk management monitoring of portfolios.
• Manage internal financial reports.

Conoscenze

Fluent in English

Fluent in Italian

PowerPoint expertise

Excel expertise

Interpersonal skills

Judgment skills

Problem solving skills

Organizational skills

Formazione

University degree in finance, law or business

Descrizione del lavoro

A leading financial services firm is seeking an Investment Professional Analyst to support Client Advisors and manage client accounts. The ideal candidate has a university degree in finance or a related field, is fluent in English and Italian, and possesses strong organizational and problem-solving skills. This full-time position offers a dynamic work environment where you can develop your career alongside talented colleagues. Join us to make a meaningful impact in client's financial journeys.