Family Wealth & Inheritance 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

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.