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Investment Advisory Platform Expert

Impiegato | Marketing & Communication | Lombardia | 2024-04-16 | 069718


Your Role:

As Investment Advisory Platform Expert, you will work within ING's agile model and will be responsible for the development, end-to-end management and promotion of the investment advisory service adopted by ING Italy.

Your key responsibilities: 

  • Participating in complex projects, including cross-countries ones, related to development of investment advisory service involving a plurality of stakeholders and cross-departmental activities;
  • Define business requirements and functional solutions to improve the digital processes involving the customer journey strategy;
  • Follow the end-to-end implementation process of business initiatives;
  • Produce investment periodic monitoring reports both business and regulatory;
  • Collaborate with the investment advisory team to manage running activities and issues that could arise over time;
  • Support sales channels and provide training sessions on enhancing investment advisory service and product distribution;
  • Monitor the business performance of the product/service by distribution channel and launch early warning signals in the event of negative phenomena;
  • Follow the evolution of the investment advisory market in terms of distribution models, regulation, technological evolution to maintain an updated offer capable of guaranteeing an attractive and compliant value proposition.

Educational Qualifications:

  •       Master’s degree in Finance/Economics or related fields;
  • Fluent English both written and spoken;
  • Knowledge and experience in managing and implementing of projects related to investment advisory services and products (mutual funds, insurance-based investment products);
  • Knowledge and experience on discretionary portfolio management and/or private markets/alternative funds will be a plus;

Experience and required skills:   

  • Proven experience in similar roles (+3 years)
  • Strong Knowledge of investment advisory models including current regulatory framework is a must
  • Knowledge of financial markets, investment products and competitors
  • Experience in managing/leading complex projects
  • Ability to work in a team
  • Proven planning and organizational skills
  • Customer oriented approach
  • Ability to produce clear presentations and documents
  • Well-developed communication and interpersonal skills with a natural propensity for training people

Duration: Permanent

Location: Milan (hybrid)

 About ING

ING offers many opportunities to build a diverse and rewarding career. You will be joining an international innovative digital bank, the first in Italy to adopt a fully flexible smart working model, and you will be working in a stimulating environment where you can grow both as an individual and as a professional.Our purpose - empowering people to stay a step ahead in life and in business - represents our belief in people’s potential. We don’t judge, coach or to tell people how to live their lives. We empower people and businesses to realize their own vision for a better future.
#doyourthing is our brand direction with us each and every day. It is how we articulate our purpose and our promise to make banking frictionless to the world. ‘do your thing’ is about people being free to live the life they want to live, knowing that they will make their world a little better for it.
Do you think you are "a step ahead"? Apply now!

The benefits of joining ING

In addition to being a part of a great team, working in a fun and innovative environment, we offer:

  • Super flexible smart working
  • Competitive base salaries and performance based bonuses
  • Diverse cultures & Innovative mindsets
  • International Environment
  • Commitment to sustainability
  • Lots of training development opportunities to help you grow
  • Lots of moments dedicated to physical and mental well-being
  • A special day off when it is your birthday: we call it #doyourbirthday!
  • And of course we can’t forget: free water & coffee at the office!

Our Commitment

Diversity is a fundamental element of our corporate culture, and we are fully committed to creating a safe and inclusive environment, based on mutual respect and the value of diversity, offering equal job opportunities to all qualified candidates.


Verso l'alto

Please be aware that the recruitment procedures, (labour) regulations and labour agreements of Italia apply.

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