On-Offboarding and Client Operations Specialist

Generali Italia SpA; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

Un importante fornitore di servizi assicurativi e di gestione patrimoniale sta cercando un On-Offboarding and Client Operations Specialist a Milano. Il candidato ideale avrà un Master's in finanza o economia, con almeno 3 anni di esperienza nel settore finanziario e una solida conoscenza della gestione patrimoniale. È richiesta fluency in inglese e competenze in strumenti Office. Questa posizione è cruciale per garantire processi di onboarding e offboarding efficienti e conformi.

Competenze

• Almeno 3 anni di esperienza nei servizi finanziari con esperienza significativa in Operations.
• Conoscenza dei flussi operativi e documentali.

Mansioni

• Gestire le attività operative relative all'onboarding e offboarding dei clienti.
• Coordinare controlli di fattibilità con i diversi team in operations.

Conoscenze

Conoscenza dell'industria di asset & wealth management

Fluenza in inglese

Proficienza in strumenti Office

Capacità di lavorare in team

Problem solving

Capacità di coordinamento

Formazione

Master in finanza o economia

Descrizione del lavoro

On-Offboarding and Client Operations Specialist

INFORMAZIONI

Job Description

Processes & Client Operations Unit is in charge of:

• Process mapping, updating and optimization
• Onboarding/offboarding activities for the Asset Manager operations perimeter
• Fund services
• Anti-Money Laundering / Counter Terrorism financing (KYC) first level activities

Within the Unit, we are currently looking for an On-Offboarding and Client Operations Specialist. The role holder, reporting to the Head of On-Offboarding and Client Operations, will be mainly accountable for effective and compliant coordination of onboarding and offboarding processes for clients, funds and portfolios within GenAM Operations Function:

• Manage the operations activities related to onboarding/offboarding the Company’s clients and new investment portfolios/funds issued or managed by the Company
• Act as focal point between Operations and the Client Facing Functions
• Receive and consolidate preliminary information via structured questionnaires
• Coordinate feasibility checks with the different teams in operations and manage escalations and involve decision-making committees when needed
• Plan and monitor activities such as portfolio setup, account creation, IT access, reporting and limits
• Manage contractual review for operational aspects
• Managing directly with the Custodian Banks the administrative activities related to the opening and closing of cash and custody accounts

Requirements

Our ideal candidate will meet the following requirements:

• Master’s degree in finance or economics
• At least 3 years experience in Financial Services with a significant experience in Operations area
• Knowledge of asset & wealth management industry
• Knowledge of operational and documentation workflows
• Fluency in English. The knowledge of a second foreign language (French and/or German) will be considered a plus
• Proficiency in Office tools
• Self-motivated, strong team working and interpersonal skills
• Proactive and willing to take over responsibility
• Strong coordination and cross-functional collaboration
• Attention to detail and regulatory compliance
• Solid problem solving and ability to perform well under pressure and against tight deadlines
• International mindset
• Hands‑on, curious, highly motivated and energetic, flexible, with a deep sense of client’s interest and with a clear focus on results

Company Profile

Generali is one of the largest global insurance and asset management providers. Established in 1831, it is present in over 50 countries in the world, with a total premium income of € 81.5 billion in 2022. With 82,000 employees serving 68 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. At the heart of Generali’s strategy is its Lifetime Partner commitment to customers, achieved through innovative and personalised solutions, best-in-class customer experience and its digitalised global distribution capabilities. The Group has fully embedded sustainability into all strategic choices, with the aim to create value for all stakeholders while building a fairer and more resilient society.

Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients’ assets.

Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments’ companies.