Investment Advisory / Derivatives Sales & Trading - Italian speaker (m/f/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. 

Wealth Management - Direct Access Client (DAC) Desk [Multi-Asset Sales / Derivatives]

You will be the primary point of contact for UHNW and Family Office Clients to access Global Markets and transactional advice across asset classes (with a focus on tactical ideas & Derivatives trading). You will work alongside Relationship Managers and Investment Advisors with a tilt towards covering Italy.

Responsibilities

• Providing Transactional Investment Advice
• Executing Complex Transactions (e.g. Listed Equity Options & FX OTC light exotics)
• Covering an existing Italian client book (with view to develop/grow)
• Cross-Selling Investment Products (Structured Solutions/Funds/PE)
• Understanding client’s investment objectives/requirements
• Be a part of a team responsible for significant revenue impact
• Following Cross-Border Rules and regulatory Framework (Specifically Italy & Luxembourg)
• Performing all pre-trade and post-trade compliance checks
• Maintain strong books/records of client orders
• Booking trades/transactions

Skills/Requirements

• Bachelor’s Degree (masters Degree is a plus)
• 2-3yrs minimum experience in Sales Trading Role or transactional advisory Role (institutional Clients or UNHW or Family Offices)
• 2-3 minimum experience in a client facing role
• Experience entering and booking client orders
• Extensive Capital Markets Knowledge including derivatives (Fixed Income, Equity, Listed Derivatives and Foreign Exchange)
• Excellent interpersonal and communication skills, both written and verbal
• Fluent in Italian & English

• Strong team player - willing & able to work under pressure (being able to prioritize tasks)
• Works fast with precision (even under pressure)
• Positive, outgoing & open-minded
• Is genuinely interested in financial markets and continually learning/educating
• Strong communication skills (verbally and written)

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.