Family Protection & Planning Intern

Generali; Milano; In loco; EUR 35.000 - 60.000; Tempo pieno

Descrizione del lavoro

Generali is seeking a professional to support the Family Protection & Planning Unit, focusing on asset protection and generational handover planning. You will analyze civil and tax matters, support bank function coordination, and help manage wealth transfer processes for clients.

Ideal candidates have a degree in Economics or Law, strong teamwork and IT aptitude, and a proactive, problem-solving mindset in a dynamic environment.

Competenze

• Degree in Economics or Law with excellent academic results.
• Empathy and sensitivity in handling delicate matters.
• Strong attitude to teamwork.
• Excellent proficiency with IT tools.
• Intellectual curiosity and desire to master a complex and constantly evolving profession.
• Problem-solving attitude and lateral thinking capabilities.
• Collaborative spirit and eagerness to grow in a stimulating environment.

Mansioni

• Attending client meetings regarding preliminary analysis of civil and tax matters related to wealth transfer and/or protection.
• Working alongside experienced professionals in analyzing complex family situations.
• Provides support and advice on asset protection and wealth planning transfer tools.
• Oversees the process linked to customer succession, checking and validating the documentation received, coordinating the activities of the various Bank functions involved.

Conoscenze

Empathy

Teamwork

IT tools

Intellectual curiosity

Problem-solving

Collaborative spirit

Formazione

Degree in Economics or Law

Strumenti

IT tools

Descrizione del lavoro

Banca Generali is an Italian leading company in the private banking and wealth management industry, able to offer its customers the best strategies and overview for effective financial planning and clients’ asset protection through a cutting edge network of private consultants very highly recognized in the relevant market in terms of skills and expertise/professionalism.

The Family Protection & Planning Unit is Banca Generali's competence center with regard to the advisory on asset protection and generational transition planning, both by “inter vivos” and “mortis causa” deeds.

The Family Protection & Planning Unit supports the network of Banca Generali financial advisors on all asset protection and generational handover planning matters and manages the inheritance process.

Performed activities:

• Attending client’ meetings regarding the preliminary analysis of civil and tax matters related to wealth transfer and/or protection, both on “inter vivos” and “mortis causa” matters
• Working alongside experienced professionals in analyzing complex family situations
• Provides support and advice on asset protection and wealth planning transfer tools
• Oversees the process linked to customer succession, checking and validating the documentation received, coordinating the activities of the various Bank functions involved

Requirements

• Degree in Economics or Law with excellent academic results
• Empathy and sensitivity in handling delicate matters
• Strong attitude to teamwork
• Excellent proficiency with IT tools
• Intellectual curiosity and desire to master a complex and constantly evolving profession
• Problem-solving attitude and lateral thinking capabilities
• Collaborative spirit and eagerness to grow in a stimulating environment

Nice to have

• Focus on family law and inheritance law

Why Join Generali

Joining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy. We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate. We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth. At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group. We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance. Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day. As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.

Company Profile

At Banca Generali, we place great importance on diversity and inclusion. For this reason, we promote behaviors and dedicated initiatives that foster a sense of belonging for everyone within an inclusive workplace. We are firmly convinced that diversity is a source of value and enrichment for our organization.