Senior Investment Advisor

Company Description

Fineco Bank is a leading European bank with 20 years of history and a fully digital DNA, operating on a branchless model. The bank offers one‑stop solutions covering trading, investment, and payment services, supported by a proprietary platform that serves all customer needs from listed and OTC products to mutual funds and ETFs. Additionally, it provides domestic and international banking and payment solutions.

Responsibilities

• Develop, in cooperation with the Investment Advisory team, customized portfolio solutions for the bank’s private clients, translating client needs into investment opportunities.
• Support Private Bankers in defining and actively monitoring produced portfolios.
• Collaborate on the creation of reports tailored to the engagement level of private consultants.
• Maintain a constant update on market developments and contribute to the implementation of investment strategies.
• Be quantitatively and qualitatively knowledgeable about the tools required for portfolio strategy definition and propose alternative list choices during proposal construction.
• Actively support the financial promoters network in presenting the bank’s private services, including participation in local meetings at territorial offices and contributing to the development of informational materials and presentations.

Qualifications

• Degree in Economics, Finance, or Statistics.
• Excellent knowledge of managed and administered savings products.
• Knowledge of Asset Allocation techniques.
• Knowledge of Risk Measurement & Management topics.
• Knowledge of Performance Measurement & Attribution techniques.
• Excellent proficiency in the Office suite.
• Good knowledge of English.
• Preferred: knowledge of FactSet financial analysis software.

Desired Profile

Proactive individuals distinguished by entrepreneurial spirit, intellectual curiosity, enthusiasm, and strong interpersonal and teamwork abilities. A strong results orientation, problem‑solving skills, and dynamic, proactive energy are also desired.

Location

Milano (alternating office presence and smart working).

Il Gruppo Fineco è orgoglioso di essere un Equal Opportunity Employer e si impegna a creare un ambiente di lavoro sicuro e inclusivo, fondato sul rispetto reciproco e la valorizzazione di qualsiasi diversità, offrendo pari opportunità di lavoro. Fineco – The Place To Be.

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