Financial Advisory Territory Assistant Padova

Financial Advisory Territory Assistant
Padova
Veneto, Padova

Within Banca Generali, the Financial Advisory Network Area has the main task of coordinating and supporting the sales activities of Banca Generali's Network of Financial Advisors, providing support in ordinary business activities in terms of sales negotiation and product prices, operational insights, portfolio reassignments.

Operative support to BG Advisors/Private bankers' Network for:

- Legal entities and Individuals Accounts' opening activities

- Succession's opening activities

- Tracking of Assistance Requests Status and troubleshooting solutions for the following topics: Legal entities Accounts opening, Successions opening, current accounts and security accounts linked activities

Must have:

- Degrees in Finance, Economics or Law

- Experience of 3-5 years in Banking sector

- Proven past experience on Legal entities Accounts opening's process, Successions' process, current accounts and security accounts linked activities

- Organizational autonomy and Excellent planning skills

- Teamwork attitude and proactive approach

- Results oriented with a focus on quality of delivery

- Problem solving

- Enthusiastic, well organized and team player

- Good communication skills, written and verbal, within and outside the team