02 ott - Medolago
Indosuez Wealth Management
The 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.
Main tasks:
- Analyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs.
- Prepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects.
- Prepare credit papers and financing transaction requests.
Interact with other key divisions of the
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impiegando.com