Portfolio Manager - Lombardia, Italia - Confidenziale

Confidenziale

Azienda verificata

Lombardia, Italia

3 settimane fa

Inviato da:

Piero Bianchi

Reclutatore di talenti per beBee

Descrizione

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients' wealth - but not by any means necessary.

Sustainability is at the heart of everything we do and we treat our clients' wealth as if it were our own.

We protect our clients' assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders.

The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

We have strong ambitions for the European market, which is one of the most rapidly growing markets within our Group.

Within this context, we are looking for a Portfolio Manager, based in Milan:

Mission:
Offer personalized investment support and proactive portfolio management to our local clientele, in line with the bank's investment strategy
Support our relationship management team in the development of our local franchise
Grow and strengthen our local discretionary book of business through efficient portfolio management and excellent client services. You will implement our investment strategy in all mandates within client constraints, witha focus on fiscally efficient investments. This will be your core activity.

Provide personalized investment recommendations and ongoing portfolio monitoring to our advisory clients, relying on input from our central advisory teams.

Provide reporting on investment performance as well as investment proposals to clients and prospects.
Maintain a high degree of knowledge on Asset Allocation, investment strategy and Italian fiscally efficient portfolio management.
Work with the Milan-based relationship management team covering multiple jurisdictions, currencies and risk profiles.

Actively contribute to investment forums and share best practices across the European Client Portfolio Specialists team and wider Lombard Odier Investment Solution network.

Desired profile:
University education, recognized diploma in Investment (CFA/CIIA) is a plus
3 to 5 years of relevant experience in Portfolio management in a Private Bank (discretionary), an Italian environment would be a plus
Very good knowledge of asset allocations and Portfolio management
Excellent customer presentation and communication skills
Entrepreneurial spirit and managerial capabilities
Ability to acquire and share skills
Ability to take decisions, flexibility and autonomy
Good knowledge of Excel and PowerPoint
Fluent Italian and English mandatory, French or any another language would be an asset

If you recognise yourself in this description, then please do apply. We look forward to hearing from you.