Group Insurance products and Services intern
1 mese fa
Il Servizio Group Insurance Products&Services, a diretto riporto del VDG Wealth Management, Mercati e Prodotti:
- Promuove sul Gruppo Generali, anche attraverso la partecipazione a Gruppi di Lavoro trasversali alle diverse Business Unit, le best practices del Gruppo Banca Generali allo scopo di sviluppare iniziative di business in sinergia e coerenza con il piano strategico.
- Individua, coordina e supporta le funzioni Banca coinvolte nello sviluppo di progetti di business con il Gruppo Generali.
In particolare, con riferimento all'attività di Advisory e Gestione di alcune Unit Linked delle Compagnie assicurative italiane del Gruppo Generali, fornisce supporti, informative e reportistica assicurando un livello di servizio costantemente allineato con le esigenze dei clienti sia in fase di ideazione e lancio di nuovi prodotti che in fase di post-vendita.
La persona inserita avrà il compito di affiancare il proprio tutor nelle seguenti attività:
- Relazione con le Società del Gruppo Generali nella fase di redazione dei documenti di Polizza, assicurando un livello di servizio costantemente allineato con le esigenze dei clienti.
- Monitoraggio della struttura dei portafogli, delle performance e degli indicatori di rischio e di costo dei prodotti assicurativi i cui portafogli sono gestiti in delega/advisory dalla Banca.
- Acquisizione di informazioni sugli strumenti finanziari inseriti nei portafogli dei prodotti assicurativi affidati in gestione alla Banca.
- Redazione del materiale a supporto dei Comitati Investimenti.
- Supporto alle Società del Gruppo Generali nella redazione del materiale pubblicitario, di marketing e di formazione e nella partecipazione a seminari e roadshow.
Requirements
Il/La candidato/a ideale è in possesso dei seguenti requisiti:
- Laurea magistrale in Economia o finanza conseguita o in fase di conseguimento.
- Ottima conoscenza della suite Microsoft Office (principalmente Excel e PowerPoint).
- Ottime capacità analitiche e di problem-solving.
- Mentalità orientata al lavoro di squadra.
- Ottima padronanza della lingua inglese.
Sono in oltre gradite:
- Flessibilità e capacità di gestire complessità e cambiamenti.
- Curiosità intellettuale, creatività, capacità di analisi e di ascolto, pensiero critico con una costante volontà di conoscere e sperimentare nuove esperienze/strumenti formativi.
- Proattività nell'identificare sfide/opportunità e nel consigliare soluzioni.
- Conoscenza dei principi fondamentali del mondo finanziario.
- Esperienza nell'utilizzo di strumenti di Intelligenza Artificiale (Copilot).
Company Profile
Banca Generali Private si prende cura del patrimonio delle famiglie tramite consulenti di grande esperienza e valore. La banca si caratterizza per l'unicità della sua offerta, che abbraccia prodotti bancari, soluzioni d'investimento, advisory e servizi esclusivi e personalizzati nell'ambito del wealth management, con una particolare attenzione all'innovazione digitale e alla sostenibilità.#J-18808-Ljbffr
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