Our Client is a Tier 1 international wealth management company with remarkable track record and longstanding reputation in advising and managing assets for HNWI/UHNWI clients.
Within the Italian branch, the portfolio management office is a hub, dedicated to:
bringing the international advisory & discretionary mandates platform across to key private clients.
challenging the investment ideas to be proposed to the investment team, challenging results and positions in each assigned portfolio, generating ideas for client portfolios (hedging, diversification, enhancement).
The Italian team is closely linked to the Europen Investment team with the goal to generate investment proposals in open architecture framework, combining the view of the house as well as local investment themes and local tailor-made solutions.
Within the Portfolio Management & Advisory Team - Italy, the candidate will report to the Head of Discrationary Portfolio Management and will be part of the investment team. His/her goal will be:
to add value to the team, bringing across investment culture and partnering with portfolio management colleagues and bankers, while creating trust;
to generate and implement investment recommendations and solutions, across all asset classes and products in open architecture environment, to HNWI/UHNWI clients’ portfolios;
to communicate asset allocation proposals and implement them, on top of specific advisory topics, leveraging on the bank international product platform.
To be an interface of the relationship managers, in order to help finding and implementing new solutions/services dedicated to existing clients and prospects
Manage the assigned discretionary mandates, in partnership with the team head and consistently with the house view.
Develop a clear proposition for the clients, seeking to succeed by offering differentiation andadded value through the full capability of the bank;
Develop strategy for business books, consistently with the view of the house, and deploystrategy through disciplined asset allocation to portfolios, with the goal to help bankersmanaging clients with appropriate solutions;
Influence the audience, and generate revenues on the books, in a compliant, scalable andefficient way, through proactive support to bankers, anticipating needs;
Leverage product specialists and platform, whenever appropriate;
Act in awareness of compliance and regulatory requirements, tracking & monitoring investmentsuitability;
Deliver investment solutions to clients and bankers (Discretionary Portfolio Management), including investment proposals, and review constantlyClients’ portfolios.
Be Partner of the bankers in covering clients;
Support the bankers in Net New Asset generation process;
Ownership of investment process (from initiating to closing).
University Degree in Economics, or Finance (CFA or CAIA would represent a plus);
At least 5/8 years of experience in similar position, either as multi-asset class Discretionary Portfolio Manager, or Fund Manager. Ideally, the candidate worked as a Discretionary Portfolio Manager and/or Investment Manager in one leading international financial institution;
Proven track record of portfolio management responsibility for different asset classes
Emotional intelligence: bring sense of urgency, be a team player, create trust;
In his/her comfort zone in dealing with both Clients and Senior Bankers;
Ability to work in a challenging, dynamic and solutions-oriented environment with international reach;
Result oriented mind-set, focused on execution, get it done approach;
Fluent in English, written and spoken (proficiency in French would be a plus).
Aegis guarantees equal opportunities (L. 903/77) - Aegis Srl, AUT. MIN. Prot. 26543 D. Lgs 276/03.