Financial Advisor Jr. Specialist - Opportunità per categorie protette art. 1 legge 68/99

ppBanca 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. /ppUHNWI, 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. /ppThe successful candidate will perform the following activities: /pulliSupport the design and implementation of tailored investment solutions for UHNWI, Institutional and Corporate clients. /liliPerform portfolio analysis and asset allocation reviews, including portfolios held with third-party institutions. /liliPrepare investment proposals, market updates and client presentations. /liliProvide technical and commercial support to Financial Advisors and Distribution Networks on financial markets and investment products. /liliParticipate in client and Family Office meetings, delivering portfolio and investment analysis. /liliSupport Sales Management in institutional tenders (RFPs) and business development initiatives. /li /ulh3bRequirements /b /h3ulliBachelor’s degree in economics, Finance or related fields. /lili2 years of experience in similar roles. /liliGood knowledge of financial markets, asset allocation and investment products. /liliStrong analytical and quantitative skills. /liliAdvanced Excel and PowerPoint proficiency. /liliFluent Italian and good English. /liliExcellent communication and client-facing skills. /li /ulh3bNice to have: /b /h3ulliExperience with UHNWI, Institutional or Corporate clients. /liliKnowledge of Family Office services and wealth planning solutions. /liliCFA, EFPA or similar certification (completed or in progress). /liliExperience with Bloomberg, Morningstar or other financial platforms. /liliKnowledge of alternative investments and private markets. /liliExposure to RFPs and institutional mandates. /li /ulh3bWhat we offer /b /h3pThe position offers employment under the Italian National Collective Labour Agreement for the Credit Sector (CCNL Credito) and the Company Supplementary Agreement of Banca Generali. /ppThe starting gross annual salary is approximately €35,650. /ph3bWe also offer: /b /h3ulliSmart working and flexible working hours /liliSupplementary health insurance and access to insurance coverage at preferential rates /liliTraining and development opportunities /liliAccess to a learning platform /li /ulh3bWhy Join Generali /b /h3pJoining 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. /ppWe 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. /ppWe recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance. /ppWorking with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day. /ppAs 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. /ph3bCompany Profile /b /h3pBanca 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. /ppIf you have a disability or special need that requires accommodation or assistance, we will support you during the selection process. /p /p #J-18808-Ljbffr