Consultant - Wealth Management
Are you curious, do you want to get involved, become part of a dynamic company and have the opportunity to innovate with your work and skills? Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world. Among the European leaders in Enterprise Risk Management and Wealth & Asset Management solutions, Prometeia seeks a resource to join teams specializing in business intelligence, data mining and banking process consulting for Italian and international financial intermediaries. MAIN TASKS: Analysis and benchmarking of investment products with respect to performance, structure, and ESG approachAnalysis to support intermediaries' operational processesAnalysis of industry regulationsFundamental analysis of individual investment initiativesAudits of valuation processesClient interaction and participation in the drafting of business proposals and analysis/development of new business opportunities EDUCATION AND EXPERIENCE: Prior experience of at least 2/3 years, within consulting or Fintech companies or in the areas, Asset Management of financial intermediaries and SGRsBachelor's or master's degree with excellent grades in economic-financial or management engineering disciplinesKnowledge of MS OFFICE applications and relational databasesGood knowledge of English, knowledge of a second foreign language appreciated SOFT SKILL: Excellent diagnostic and problem solving skillsCommunication and organization of own workTime management and aptitude for teamwork LOCATION:Milan/BolognaWHAT WE OFFER:COMPENSATION, WELFARE & BENEFIT Our history, as well as the future, is based on the value of our people.
The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life.
We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people. SMART WORKING Flexibility is an intrinsic value of the way we work.
At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowerment of people. PEOPLE PROGRAMOur evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth.
Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged.
The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company. TRAINING Prometeia means ongoing training.
We provide an average of 11 days of training per year to our people, in-person and online.
Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills.
On-the-job training is also important, through immediate and direct confrontation with the market. WIN/WIN POLICY If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus!
This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents. PHYGITAL MANAGEMENTThrough the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments.
Access to the office, smart working, workstations, meeting rooms, carpooling. . . everything is just a click away.
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