Junior Financial Advisor — UHNWI & Institutional Solutions

Generali; Milano; Ibrido; EUR 32.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Smart working and flexible hours

Supplementary health insurance and %

Training and learning platform

Descrizione del lavoro

Banca Generali is seeking a Financial Advisor Junior Specialist to support the design and implementation of tailored investment solutions for UHNWI, Institutional and Corporate clients. You will perform portfolio analyses, prepare investment proposals, and deliver market updates to assist client meetings.

The role involves collaborating with Financial Advisors and Distribution Networks, supporting institutional tenders, and contributing to business development initiatives.

Competenze

• Bachelor’s degree in economics, finance or related fields.
• 2 years of experience in similar roles.
• Good knowledge of financial markets, asset allocation and investment products.
• Strong analytical and quantitative skills.
• Advanced Excel and PowerPoint proficiency.
• Fluent Italian and good English.
• Excellent communication and client-facing skills.

Mansioni

• Support the design and implementation of tailored investment solutions for UHNWI, Institutional and Corporate clients.
• Perform portfolio analysis and asset allocation reviews, including portfolios held with third-party institutions.
• Prepare investment proposals, market updates and client presentations.
• Provide technical and commercial support to Financial Advisors and Distribution Networks on financial markets and investment products.
• Participate in client and Family Office meetings, delivering portfolio and investment analysis.
• Support Sales Management in institutional tenders (RFPs) and business development initiatives.

Conoscenze

Analytical skills

Quantitative skills

Excel

PowerPoint

Languages

Formazione

Bachelor’s degree in economics/finance

Strumenti

Bloomberg

Morningstar

Descrizione del lavoro

Banca Generali is seeking a Financial Advisor Junior Specialist to support the design and implementation of tailored investment solutions for UHNWI, Institutional and Corporate clients. You will perform portfolio analyses, prepare investment proposals, and deliver market updates to assist client meetings.

The role involves collaborating with Financial Advisors and Distribution Networks, supporting institutional tenders, and contributing to business development initiatives.