SALVACONDIVIDICANDIDATIINFORMAZIONIJob DescriptionBanca 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 & AdvisoryThe 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 clientsAnalyzing and optimizing the reallocation of portfolios across different asset classes and instrumentsEvaluating investment performance and analyzing portfoliosMonitoring economic trends that could impact portfoliosManaging and developing the Robo-for-Advisor engine, coordinating with other company functions and ensuring continuous updatesRequirementsDegree in Economics, Finance, or related disciplinesIn-depth knowledge of financial markets and investment instrumentsExcellent analytical and problem-solving skillsAt least 3 years of experience in similar roleExperience in complex projects with multiple internal and external stakeholdersNice to have:Strong communication skills and customer orientationProficiency in EnglishCompany ProfileGenerali 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.
#J-18808-Ljbffr