13 set - Milano
Generali Italia
Questa posizione è in Generali Italia
Riassunto dell'opportunità da parte della Joinrs AI: Generali Italia cerca un Financial Advisor Junior Specialist con laurea in Economia, Finanza o discipline affini. Il ruolo prevede il supporto nella progettazione di soluzioni di investimento personalizzate per clienti UHNWI, Istituzionali e Corporate, analisi di portafogli e assistenza ai Consulenti Finanziari. Offre contratto CCNL Credito, RAL di circa €35.650, smart working, welfare e opportunità di formazione.
Il processo di selezione sarà interamente gestito da Generali Italia.
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Banca Generali, 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.
Required qualifications and skills:
- Bachelor’s degree in economics, Finance or related fields.
- 2 years of experience in similar roles.
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