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 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 strateg

📌 Family Protection (Milano)
🏢 Altro
📍 Milano