Finanza jobs in Italy
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Job summary
An established industry player is seeking a dedicated financial planner to deliver tailored investment solutions. In this role, you will provide essential financial planning support to clients, ensuring their long-term financial goals are met with precision and care. You will collaborate with investment professionals to foster strong client relationships and prepare accurate financial plans. If you have a passion for finance and a commitment to client success, this opportunity is perfect for you.
Qualifications
- 5+ years of industry experience in finance.
- Strong understanding of investment strategies and financial planning.
Responsibilities
- Provide financial planning support to clients.
- Prepare and check the accuracy of financial plans.
Skills
Education
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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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