Portfolio Structuring Advisor Specialist
Job Description
Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.We are looking for Specialist for a Portfolio Structuring & Advisory
The Portfolio Structuring & Advisory Team provides consulting support to the Bank’s distribution networks, offering differentiated investment ideas tailored to various risk profiles and client needs.
The successful candidate will be responsible for contributing to the development of model portfolios. The team, focused on innovation, is engaged in significant projects such as the Robo‑for‑Advisor initiative, which integrates technical and financial aspects, involving various company functions and external partners.
Main Task and key responsibilities
- Developing and optimizing model portfolios for the sales network and creating tailored solutions for private clients
- Analyzing and optimizing the reallocation of portfolios across different asset classes and instruments
- Evaluating investment performance and analyzing portfolios
- Monitoring economic trends that could impact portfolios
- Managing and developing the Robo‑for‑Advisor engine, coordinating with other company functions and ensuring continuous updates
Requirements
- Degree in Economics, Finance, or related disciplines
- In-depth knowledge of financial markets and investment instruments
- Excellent analytical and problem‑solving skills
- At least 3 years of experience in a similar role
- Experience in complex projects with multiple internal and external stakeholders
Nice to have
- Strong communication skills and customer orientation
- Proficiency in English
Company Profile
Generali is proud to be an inclusive temporary employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.
If you have a disability or special need that requires accommodation or assistance we will support you during the selection process.