Financial Advisory Solutions Expert

1 settimana fa

Milano, Lombardia, Italia Ing Bank N.V. A tempo pieno

**Role Summary:

As a Financial Advisory Solutions Expert at ING, you will play a key role in analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of identified solutions.

**Key Responsibilities:

  1. Participate in complex projects, including cross-country ones, related to the development of investment advisory channels, involving multiple stakeholders, including IT, Sales, Finance, and Risks.
  2. Assess current processes and identify areas for improvement to enhance efficiency and effectiveness.
  3. Collaborate with stakeholders to understand business requirements and user needs.
  4. Design CRM solutions that align with business objectives and channel requirements.
  5. Lead the implementation phase with suppliers, ensuring that the solution meets specifications, and it is delivered on time.
  6. Track the performance of implemented solutions, gather user feedback, and make necessary adjustments.
  7. Stay up-to-date with trends and best practices to continually enhance the CRM strategy and distribution models.
  8. Develop training materials and conduct training sessions to ensure end-users can effectively utilize the system.
  9. Collaborate with the investment advisory team to manage running activities and issues that could arise over time.

**Requirements:

  • Master's degree in finance/Economics or related fields.
  • Fluent English, both written and spoken.
  • Knowledge and experience in managing and implementing projects related to investment channels distribution.
  • Relevant certifications in Salesforce, Microsoft Dynamics, or equivalent CRM solution are a plus.
  • Proven experience in similar roles (+3 years).
  • In-depth understanding of financial processes and investment-related activities.
  • Strong knowledge of investment distribution models, including current regulatory frameworks.
  • Strong analytical and problem-solving abilities to anticipate user needs and translate them into effective solutions.
  • Excellent written and verbal communication skills to articulate requirements and solutions clearly to stakeholders.
  • Demonstrated experience in leading projects and managing suppliers during the implementation phase.
  • Ability to work in a team.
  • Customer-oriented approach.
  • Ability to produce clear presentations and documents.

**About ING:

ING offers many opportunities to build a diverse and rewarding career. You will be joining an international innovative digital bank, the first in Italy to adopt a fully flexible smart working model, and you will be working in a stimulating environment where you can grow both as an individual and as a professional.

**Benefits:

  • Super flexible smart working.
  • Competitive base salaries and performance-based bonuses.
  • Diverse cultures & innovative mindsets.
  • International Environment.
  • Commitment to sustainability.
  • Lots of training development opportunities to help you grow.
  • Lots of moments dedicated to physical and mental well-being.
  • A special day off when it is your birthday.
  • Free water & coffee at the office.

**Our Commitment:

Diversity is a fundamental element of our corporate culture, and we are fully committed to creating a safe and inclusive environment, based on mutual respect and the value of diversity, offering equal job opportunities to all qualified candidates.

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