30 set - Varese
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. /ph3Main tasks: /h3ulliAnalyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs. /liliPrepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects. /liliPrepare credit papers and financing transaction requests. /liliInteract with other key divisions of the Bank along the credit process (Wealth Managers, Risk, Legal Team etc.) /liliAssist in the execution of deals. /liliDocument projects and activities through a structured and regular reporting. /liliDocument 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. /liliIdentify 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. /li /ulpThe 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. /ph3Requirements: /h3ulliExpertise 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; Excellent analytical, synthesis and writing skills /liliFluency in English /liliKnowledge of the Real Estate Finance business would be considered a plus /li /ulh3Contract offered: Volontariat International en Entreprise (V.I.E.) /h3pPlease note that Italian citizen are not eligible for this particular contract. For more information, please visit Business France website /ph3Starting date: January 2027 /h3h3About Indosuez /h3 pIndosuez 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. /p #J-18808-Ljbffr
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