Analyst - wealth management

  • Location

    Switzerland-Ticino - Lugano
  • Remuneration

    Competitive
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    03 Dec 2008
  • eFC Ref no

    461307
Independent and international firm focused on delivering a wide set of state-of-the-art wealth management services to Ultra-HNWI and Institutions. The company is based in Switzerland and has been developing after 10 years of investment, innovation and market success in the field of wealth management.

The successful candidate will join the Client Services team with the aim to contribute to the success of its established and successful wealth management business. As one of our professionals, he/she will be charged with high-level and growing responsibilities.

The role is highly analytical and the key duties will be focused around the production of sophisticated studies for our clients.

Working closely with the Client Service Managers and having continuous interaction with the Financial Research team, he/she will be required to provide a wide range of complex financial analysis supported by innovative IT platforms developed internally.

This role will also require to manage efficiently and effectively the relationship with external parties (e.g. banks, asset managers, tax advisors…).

Required skills are:

2-4 years professional experience in an analytical environment, such as research departments or investment divisions of major Asset Management, Investment Banks, Insurance Companies or Private Banks. International experience is desirable.

Outstanding academic record in Economics or Management Engineering. Completion of a Master in Finance, progress towards CFA, or equivalent qualification will be considered a plus.

Strong analytical and problem solving capabilities, entrepreneurial attitude, desire / ability to work effectively in a non-hierarchical, challenging, results-oriented environment, great motivation, teamwork attitude, highest ethical standards.

Fluency in Italian, good knowledge of English.

*Applications will be treated in strict confidence*

**We regret that only short-listed candidates will be notified**

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