Portfolio Advisor Specialist

Milano 06-12-2025

Portfolio Advisor Specialist

Banca Generali Milano 06-12-2025
Riassunto

Località

Milano

Divisione Aziendale

Tipo di contratto

Data di pubblicazione

06-12-2025

Descrizione Lavoro

The successful candidate will be responsible for contributing to the development of model portfolios. The team, focused on innovation, is engaged in significant projects such as the Robo-for-Advisor initiative, which integrates technical and financial aspects, involving various company functions and external partners.
Main Task and key responsibilities

Developing and optimizing model portfolios for the sales network and creating tailored solutions for private clients.
Analyzing and optimizing the reallocation of portfolios across different asset classes and instruments.
Evaluating investment performance and analyzing portfolios.
Monitoring economic trends that could impact portfolios.
Managing and developing the Robo-for-Advisor engine, coordinating with other company functions and ensuring continuous updates

Must have

Degree in Economics, Finance, or related disciplines.
In-depth knowledge of financial markets and investment instruments.
Excellent analytical and problem-solving skills.
At least
years of experience in similar role
Experience in complex projects with multiple internal and external stakeholders.

Nice to have

Strong communication skills and customer orientation
Proficiency in English

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