11 set - Milano
Generali
Banca Generali (www.bancagenerali.com ), a private bank leader in Italy in financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism, is looking for the Financial Advisor Junior Specialist.
UHNWI, Institutional & Corporate Clients supports Financial Advisors and Distribution Networks in serving Ultra High Net Worth, Institutional and Corporate clients through customized investment solutions, portfolio advisory, market expertise and business development initiatives.
The successful candidate will perform the following activities:
- Support the design and implementation of tailored investment solutions for UHNWI, Institutional and Corporate clients.
- Perform portfolio analysis and asset allocation reviews, including portfolios held with third-party institutions.
- Prepare investment proposals, market updates and client presentations.
- Provide technical and commercial support to Financial Advisors and Distribution Networks on financial markets and investment products.
- Participate in client and Family Office meetings, delivering portfolio and investment analysis.
- Support Sales Management in institutional tenders (RFPs) and business development initiatives.
Requirements
- Bachelor’s degree in economics, Finance or related fields.
- 2 years of experience in similar roles.
- Good knowledge of financial markets, asset allocation and investment products.
- Strong analytical and quantitative skills.
- Advanced Excel and PowerPoint proficiency.
- Fluent Italian and good English.
- Excellent communication and client-facing skills.
Nice to have
- Experience with UHNWI, Institutional or Corporate clients.
- Knowledge of Family Office services and wealth planning solutions.
- CFA, EFPA or similar certification (completed or in progress).
- Experience with Bloomberg, Morningstar or other financial platforms.
- Knowledge of alternative investments and private markets.
- Exposure to RFPs and institutional mandates.
What we offer The position offers employment under the Italian National Collective Labour Agreement for the Credit Sector (CCNL Credito) and the Company Supplementary Agreement of Banca Generali.
The starting gross annual salary is approximately €35,650.
We also offer
- Lavoro da remoto and flexible working hours
- Corporate welfare program
- Meal vouchers
- Supplementary health insurance and access to insurance coverage at preferential rates
- Wellbeing initiatives
- Training and development opportunities
- Access to a learning platform
Why Join Generali
Joining 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.
Company Profile
Banca Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.
If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.
Why Join Generali
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