Questa posizione è in WTW
Il processo di selezione sarà interamente gestito WTW.
--
Retirement Advisor
- Requisition identifier:
- Location: Milan, Lombardy, Italy
- Employment type: Full time
Description
The Role RETIREMENT ADVISOR At WTW we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help to sharpen the strategy, enhance organizational resilience, motivate workforce and maximize performance. The RETIREMENT ADVISOR will support projects in the Retirement area in Italy. This position is suitable for candidates with previous experience in the role. At WTW, we are committed to shaping the future of retirement and ensuring financial well-being. We are looking for a RETIREMENT ADVISOR to join our team in Milan. The resource will support senior consultants in delivering administration and advisory services for pension funds, with responsibilities in governance, compliance, operational management, and risk management. Main Activities
- Updating and managing governance documentation (notices, minutes, archiving, filings with supervisory authorities).
- Operational support in organizing processes, implementing decisions of administrative bodies, and preparing contractual documents with suppliers and partners.
- Managing agevolazioni requests, enrollments, complaints, and statistical reports to authorities.
- Performing second-level controls on internal processes and monitoring risk management KPIs.
- Coordinating with third-party suppliers and supporting the update of institutional documentation.
- Analyzing tax issues related to supplementary pensions.
Qualifications
The Requirements
- Bachelor’s or Master’s degree in Economics or related fields.
- Knowledge of pension regulations (D.Lgs. 252/2005, IORP II, DORA, GDPR) and supervisory practices.
- Experience in the operational management of pension funds, including enrollment proces
📌 Retirement Advisor (Milano)
🏢 WTW
📍 Milano