Financial Advisory Solution Expert, Milan Milano

Financial Advisory Solution Expert, Milan
Milano
Lombardia, Milano

Financial Advisory Solution Expert, MilanClient:INGLocation:Job Category:FinanceEU work permit required:YesJob Reference:544b1276eaf9Job Views:11Posted:22. 01. 2025Expiry Date:08. 03. 2025Job Description:The Financial Advisory Solution Expert, working as Customer Journey Expert within the ING's Agile model, will focus on analyzing and anticipating the financial advisors' needs, refining processes, and leading the implementation of the identified solution. Your key responsibilities:Participating in complex projects, including cross-country ones, related to the development of investment advisory channels (direct and physical) involving a plurality of stakeholders, including IT, Sales, Finance, and Risks. Assess current processes and identify areas for improvement to enhance efficiency and effectiveness. Collaborate with stakeholders to understand business requirements and user needs. Design CRM solutions that align with business objectives and channel requirements. Lead the implementation phase with suppliers, ensuring that the solution meets specifications and is delivered on time. Track the performance of implemented solutions, gather user feedback, and make necessary adjustments. Stay up to date with trends and best practices to continually enhance the CRM strategy and distribution models. Develop training materials and conduct training sessions to ensure end-users can effectively utilize the system. Collaborate with the investment advisory team to manage running activities and issues that could arise over time. Educational Qualifications: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 solutions are a plus. Experience and required skills: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 framework is a must. 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. Duration: PermanentAbout INGThe benefits of joining ING:In addition to being a part of a great team, working in a fun and innovative environment, we offer:Super flexible smart workingCompetitive base salaries and performance-based bonusesDiverse cultures Innovative mindsetsInternational EnvironmentCommitment to sustainabilityLots of training development opportunities to help you growLots of moments dedicated to physical and mental well-beingA special day off when it is your birthday: we call it #doyourbirthday!And of course, we can't forget: 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. Please note: If you are NOT a passport holder of the country for the vacancy you might need a work permit.

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