Business Product Senior Analyst (f/m/x)

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security. 

Advisory Solutions Italy is seeking a candidate to join the team as Business Product Senior Analyst. The team supports the Wealth, Private, and Premium networks in building model portfolios and managing the fund offering, also from a product governance perspective. It creates and maintains client-ready marketing materials.

Responsibilities

• Provide tailored advice on multi-asset class portfolios, including traditional and alternative investments, with an opportunistic and idea-driven approach.
• Work closely with internal stakeholders such as discretionary portfolio managers, client advisors, and product specialists to deliver the firm’s best investment ideas and solutions.
• Lead high-quality investment discussions in both one-on-one and small group settings.
• Conduct fund selection and market analysis to support advisory efforts and client presentations.
• Collaborate in the commercial development and growth of Discretionary Portfolio Management (DPM) solutions – both liquid and illiquid – within client portfolios.
• Prepare pitch books, technical documentation, and client-facing materials in line with regulatory requirements and MiFID II standards.

Skills

• A minimum of 5 years of investment experience, preferably in a private banking or wealth management context.
• Proven expertise in asset allocation and portfolio construction.
• Deep knowledge of mutual funds and the European regulatory framework (particularly MiFID II).
• Excellent interpersonal and client-facing skills.
• Ability to work in close partnership with team members, client advisors, and portfolio managers.
• Native Italian speaker; fluent in English (both written and spoken).
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• CFA Charter will be considered a plus.

Well-being & Benefits

Emotionally and mentally balanced: We encourage work-life balance and we are committed to provide an environment with your development and wellbeing at its centre. We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. We promote a culture where you can openly speak about mental health (Personal Support Line).

Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing an insurance coverage and welfare benefits.

Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being; we organize conferences, webinar and networking opportunities to share diversity, equity and inclusion contents.

Financially secure: We support you to meet personal financial goals during your active career and for the future. Benefit from meal allowance, Pension Fund, Welfare Plan, banking services for employees.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.