Investment Specialist
Overview In this role you will partner with CRMs to deliver tailored investment experiences aligned with client needs and geography. You will identify opportunities, prepare investment proposals, and oversee discretionary and advisory mandates within the bank's strategy. This is an opportunity to shape how clients access PWM, PAM, and PAA solutions in a collaborative, cross-functional setting. Communicate the platform strategy and solutions to CRMs, clients and prospects Identify client needs and develop investment opportunities with CRMs; Develop,
offer and service discretionary mandates and centralise their management Oversee advisory mandates to align with investment strategy and policy Support the team head with investment-related tasks and present/defend the philosophy and product offering Conduct regular portfolio reviews to ensure risk controls and compliance Understand and report performance of advisory/managed portfolios and utilize marketing resources At least seven years' investment advisory/management experience; client-facing experience Cross asset class experience with emphasis on equities, derivatives, structured products; Fluent in Italian and English; French is a plus Strong technical knowledge across asset classes, investment vehicles, and the mandate/product offering Solid understanding of portfolio construction, investment processes, and risk management IT-proficient with Excel, Word, PowerPoint, Bloomberg, Avaloq, Profolio and related tools Excel PowerPoint
offer and service discretionary mandates and centralise their management Oversee advisory mandates to align with investment strategy and policy Support the team head with investment-related tasks and present/defend the philosophy and product offering Conduct regular portfolio reviews to ensure risk controls and compliance Understand and report performance of advisory/managed portfolios and utilize marketing resources At least seven years' investment advisory/management experience; client-facing experience Cross asset class experience with emphasis on equities, derivatives, structured products; Fluent in Italian and English; French is a plus Strong technical knowledge across asset classes, investment vehicles, and the mandate/product offering Solid understanding of portfolio construction, investment processes, and risk management IT-proficient with Excel, Word, PowerPoint, Bloomberg, Avaloq, Profolio and related tools Excel PowerPoint