Family Protection & Planning Intern

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7kurjx

ppBanca Generali is an Italian leading company in the private banking and wealth management industry, able to offer its customers the best strategies and overview for effective financial planning and clients' asset protection through a cutting edge network of private consultants very highly recognized in the relevant market in terms of skills and expertise/professionalism.
/p pThe bFamily Protection Planning Unit /b is Banca Generali's competence center with regard to the advisory on asset protection and generational transition planning, both by "inter vivos" and "mortis causa" deeds.
/p pThe Family Protection Planning Unit supports the network of Banca Generali financial advisors on all asset protection and generational handover planning matters and manages the inheritance process.
/p pPerformed activities: /p ul liAttending client' meetings regarding the preliminary analysis of civil and tax matters related to wealth transfer and/or protection, both on "inter vivos" and "mortis causa" matters /li liWorking alongside experienced professionals in analyzing complex family situations /li liProvides support and advice on asset protection and wealth planning transfer tools /li liOversees the process linked to customer succession, checking and validating the documentation received, coordinating the activities of the various Bank functions involved /li /ul h3Requirements /h3 ul liDegree in Economics or Law with excellent academic results /li liEmpathy and sensitivity in handling delicate matters /li liStrong attitude to teamwork /li liExcellent proficiency with IT tools /li liIntellectual curiosity and desire to master a complex and constantly evolving profession /li liProblem-solving attitude and lateral thinking capabilities /li liCollaborative spirit and eagerness to grow in a stimulating environment /li /ul h3Nice to have /h3 ul liFocus on family law and inheritance law /li /ul h3Why Join Generali /h3 pJoining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy.
We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate.
We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.
At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group.
We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.
Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.
As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.
/p h3Company Profile /h3 pAt Banca Generali, we place great importance on diversity and inclusion.
For this reason, we promote behaviors and dedicated initiatives that foster a sense of belonging for everyone within an inclusive workplace.
We are firmly convinced that diversity is a source of value and enrichment for our organization.
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7kurjx