Expert in Wealth Management per Banca Generali Private

3 settimane fa


Milano, Lombardia, Italia Generali Italia A tempo pieno

Descrizione del Lavoro

Il Servizio UHNWI, Institutional & Corporate Clients si occupa di promuovere lo sviluppo qualitativo e quantitativo dei prodotti di risparmio assicurativo, amministrato e gestito.

Il team lavora a supporto delle Reti Distributive, fornendo soluzioni d'investimento personalizzate per i clienti Ultra High Network e Istituzionali.

Le attività del Servizio includono la costruzione di proposte di investimento, la gestione delle statistiche e la fornitura di supporto tecnico/commerciale alle Reti Distributive.

Compiti Principali

  • Fornire supporto attivo e propositivo al Team UHNWI.
  • Coadiuvare nella costruzione e "maintenance" dei report interni e statistiche.
  • Fornire supporto tecnico/commerciale alle Reti Distributive.

Requisiti

  • Laurea magistrale conseguita o in fase di conseguimento in Economia o Finanza.
  • Ottima conoscenza della suite Microsoft Office.
  • Padronanza della lingua inglese.


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