a related quantitative discipline; CFA Level I or above is a strong plus, CAIA is highly valued
• 5–10 years of experience in MBB/Tier 2 strategy consulting (with a financial services focus), investmentbanking (Coverage/M&A), or private banking/wealth...
4 years of experience, mainly in Merchant Banking, InvestmentBanking, Corporate Finance, or Transaction Advisory
• Academic background in Economics, Finance, or related fields
• Strong hands-on expertise in financial modeling, business planning...
investment assessments, engaging with executives for strategic planning, and enhancing operational performance. A strong background in consulting, investmentbanking, or private equity is required, along with a Bachelor's degree.
The ideal candidate will...
and manage a high-quality book of Italian HNW/UHNW clients, with a target of approximately 100 million in AUM within 18 to 24 months
• Provide bespoke, independent wealth management advice with full investment freedom across an open-architecture platform...
required. Consulting, investmentbanking and/or private equity experience preferred (e.g., 2‑3 years consulting + 2‑3 years in industry).
• 2+ years experience with the payments industry is preferred.
• Deep knowledge of resource planning, demand planning...
forecasting, liquidity, and banking facilities to support operational and strategic needs; - Assess financial and operational risks, including derivatives and trading-related exposures; - Ensure compliance with statutory regulations and company's policies...
o specializzazione in Corporate Finance / Venture Capital;
• 1–3 anni di esperienza in Venture capital / private equity, Investmentbanking, consulenza strategica o transaction services;
• Competenza in analisi finanziaria e valutazione d’impresa;
• Conoscenza...
HNW Sales Manager – Italian Market
HI Partners
is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Italy.
This is an exceptional...
to client and market needs.
Qualifications
• 3–5 years of experience in strategy consulting, investmentbanking, corporate finance or business development.
• Solid understanding of financial assets, capital markets, and how institutional finance...
investment platforms or digital banking.
• Previous experience working on the boundary between a technology provider and a traditional bank or financial institution.
• Familiarity with CRM and engagement platforms (e.g. Salesforce or similar).
• Understanding...