19 set - Roma
Indosuez Wealth Management
pThe resource will actively participate in the deployment of the business offering (residential and commercial real estate finance, corporate finance, lombard/securities based lending, HoldCo finance), supporting the local team in the day-by-day activities. /ppbr / /ppstronguMain tasks: /u /strong /pp· Analyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs. /pp· Prepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects. /pp· Prepare credit papers and financing transaction requests. /ppInteract with other key divisions of the Bank along the credit process (Wealth Managers, Risk, Legal Team etc.) /pp· Assist in the execution of deals. /pp· Document projects and activities through a structured and regular reporting. /pp· Document and maintain the knowledge of the financial situation and the needs of the Client, taking into account at the same time financial, professional and personal aspects. /pp. Identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group. /ppbr / /ppThe resource will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to several key people within the organization, and meeting tight deadlines.
It's a good opportunity to discover the world of Wealth Management, in particular on the structured financing side, from the perspective of one of the most active international banks in this market. /ppbr / /ppstronguRequirements: /u /strong /pulliExpertise in financial statement analysis and creditworthiness assessment /liliAbility to work in synergy with the Team /liliAbility to match deadlines and to be accountable for individual projects to be developed with a good and increasing degree of independecy /liliProactivity, accuracy, desire to learn, sense of responsibility /liliExcellent command of Office tools, in particular Power Point and Excel; br / Excellent analytical, synthesis and writing skills /liliFluency in English /liliKnowledge of the Real Estate Finance business would be considered a plus /li /ulpbr / /ppstronguContract offered /u: /strong strongVolontariat International en Entreprise (V.I.E.) /strong /ppPlease note that Italian citizen are not eligible for this particular contract. For more information, please visit Business France website /ppbr / /ppstronguStarting date /u /strong: January 2027 /ppbr / /ppstrongAbout Indosuez /strong /p pbr / /ppIndosuez Wealth Management is committed to ensuring equal treatment for all candidates according to the principles of Diversity and Inclusion. /ppThe requested data will be processed in full compliance with the provisions of European Regulation 679/2016 and subsequent amendments and integrations. /ppbr / /p
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