Banca del Sempione is a dynamic Swiss private bank, profoundly rooted in Ticino. The peculiarity of the Bank -founded on the principles of the Swiss tradition based on quality and discretion- is to be found in its dimension: large enough to guarantee cutting-edge services and international operations, but also concentrated and close to its clients, to whom we can offer a personalized service.
The role:
As a Centralized Asset Management Manager and Advisor, you will be directly involved with the management of Centralized Asset Management Mandates, collaborating with the Asset Management team by generating investment ideas and translating them in appropriate trade ideas for the purpose of the mandates. Also, you will collaborate with our RM teams, to offer support for specific needs or for new investment solutions.
The responsibilities:
* Participate to the decision-making process for the Bank's Centralized Asset Management mandates, and to our periodic investment update meetings between managers or RMs.
* Support with operative procedures such as portfolio rebalancing, risk monitoring and periodic reporting for different stakeholders.
* Proactively generate investment ideas and research, covering the entire investment universe of liquid assets (comprising equity, bonds, funds/ETF and structured products).
* Support the Asset Management team in generating investment proposals, participate in meetings with customers provided with Advisory mandates alongside RMs.
The profile:
* You have obtained your Master degree or comparable diploma in Finance or Economics.
* You have previously worked as a Swiss Asset Manager for at least 2 years.
* You are proficient in using Bloomberg and MS Office tools.
* You enjoy working in a consulting-like environment where managing different tasks do not jeopardize the quality of your work.
* You speak fluently both Italian and English. German and French are a plus.