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Consultant expert in Wealth Management / Investment Management

Sede annuncio: Milano

Regional Description: Italia

Codice annuncio: 00513589

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- Descrizione profilo

Consultant expert in Wealth Management / Investment Management



We are looking for a very talented candidate to join our team in Milan, to fill a position as Consultant expert in Wealth Management / Investment Management
The ideal candidate will be accountable for Business development/management in the Distribution & Marketing practice, with a focus on Wealth Management / Investment Management. He/she will support the delivery of Financial Services projects, helping clients effectively compete in a continually evolving environment.
The role includes the following activities, to be focused on the aforementioned competence areas:
  • Analysis and design of business and IT solutions, e.g. Advisory processes and solutions, Robo Advisory/ Digital Advisory solutions, Client service models, compensation models and solutions, …
  • Project Management, including project estimations, planning, monitoring, internal and Client reporting, ….
  • Support in the preparation of offering/commercial material, contracts for Clients, Point of Views about specific topics
  • Market scouting, benchmarking and new offering origination
  • Communication to both internal and external stakeholders
  • People development and team building
  • Master’s Degree
  • 3-6 years’ experience in major Consulting firms, focused on Wealth Management and Private Banking
  • Familiarity with market regulation (e.g. MiFID II)
  • Wide professional network and strong Client relationships
  • Strong deal shaping skills
  • Fluent in English

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