Family Protection & Planning Specialist

Generali; Lombardia; Hybrid; EUR 50,000 - 61,000; Full time

Benefits offered by this job

Smart working

Flexible working hours

Corporate welfare system

Healthcare coverage at preferential</n

Job summary

Generali is seeking a specialist for the Family Protection & Planning Unit in Italy to advise on asset protection and generational handover planning. You will analyze civil and tax matters related to wealth transfer and work with senior professionals to provide asset protection strategies.

A starting gross annual salary of €55.000 is offered, with the final offer aligned to experience and the potential for a variable component. Smart working and health benefits are available.

Qualifications

• 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 evolving profession.
• Problem-solving and lateral thinking attitude.
• Collaborative spirit and eagerness to grow in a stimulating environment.
• Focus on family law and inheritance law (civil and tax).
• 7 years of previous experience in the industry.

Responsibilities

• 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.
• Providing support and advice on asset protection and wealth planning tools.
• Oversees the process linked to customer succession, coordinating the activities of Bank functions involved.

Skills

Empathy

Teamwork

Problem solving

Lateral thinking

IT skills

Curiosity

Education

Degree in Economics or Law

Job description

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 succession process of passed away clients.

• 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 and lateral thinking attitude
• Collaborative spirit and eagerness to grow in a stimulating environment
• Focus on family law and inheritance law (with both civil and tax approach)
• 7 years of previous experience in the industry.

What we offer

An employment contract is offered under the Italian Banking Collective Agreement (CCNL Credito) and Intermonte’s Company Benefits Regulation.

The starting gross annual salary is €55.000. The final offer will be aligned with the candidate’s professional experience, technical and soft skills relevant to the role, and may include an individual variable component.

We also offer:

• Smart working and flexible working hours
• Corporate welfare system
• Supplementary healthcare coverage and insurance at preferential rates

Training and Development:

• Structured continuous training paths (technical and managerial)
• Professional development programs within the Group
• Access to learning platforms and internal mobility opportunities, including international assignements.

Why work with us

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

Banca Generali is proud to be an inclusive temporary employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.