Internship Investment Advisory - Milano, Italia - CA Indosuez Wealth (Group)

CA Indosuez Wealth (Group)

Azienda verificata

Milano, Italia

2 settimane fa

Inviato da:

Piero Bianchi

Reclutatore di talenti per beBee

StageSHIP

Descrizione

General information:

Entity :

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).

Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations.

With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management.

Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates).

With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies.

Reference :

Publication date :18/04/2023

Position description:

Business type:

Types of Jobs - Economic and Financial Analysis

Job title:

Internship Investment Advisory M/F

Contract type:

Internship/Trainee

Term (in months):
6

Expected start date:

15/05/2023

Management position:

No

Executive / Non executive:

Non cadre

Job summary:

L'Ufficio Advisory fornisce supporto ai Wealth Manager in merito all'erogazione del servizio di consulenza in materia d'investimenti, mediante l'elaborazione di analisi e reportistica contenente indicazioni d'indirizzo operativo. In continuo contatto, anche su chiamata, con i Wealth Manager, l'ufficio esamina le opportunità offerte dal mercato e individua le migliori soluzioni d'investimento da sottoporre all'attenzione di ciascun Wealth Manager/cliente, in base alle sue caratteristiche, al suo profilo di rischio e ai suoi obiettivi.

La risorsa in stage potrà supportare i Senior Investment Advisors nelle seguenti attività:

Preparare proposte di investimento e presentarle ai Wealth Manager/ clienti
Monitorare periodicamente i portafogli e le posizioni e adeguarli in base alle decisioni del Comitato di investimento.
Gestire gli aspetti operativi degli investimenti e la reportistica concordata con i clienti
Monitorare i mercati finanziari e formulare proposte al Comitato per gli investimenti
Assistere i Wealth Manager su questioni di investimento durante le riunioni con i clienti
Occuparsi della gestione operativa del Catalogo Prodotti
Occuparsi della gestione amministrativa dei rapporti con le società emittenti strumenti finanziari/società prodotto

About Indosuez

Position location:

Geographical area:

Europe, Italy, Lombardy, Milan

Minimal education level:

Postgraduate degree - MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality:

Ottimo percorso accademico preferibilmente con focus su materie come Financial Markets/Intermediaries, Financial Products/Securities, Corporate Finance

Level of mínimal experience:

0-2 years

Required skills: