- Analysis of the market and offerings in asset management and insurance;
- Design of processes/service models related to distribution networks of financial and insurance intermediaries.
- Master's degree with excellent grades in economics/finance, statistics, management engineering or related master's degree.
- Experience, even brief, in a consulting company in the banking/insurance field or in the Asset Management, Wealth Management/Private banking/Insurance areas of financial or insurance intermediaries will be an asset.
- Participation in projects for the implementation of information systems to support sales and consulting activities of commercial networks of financial or insurance intermediaries in the area of Personal Financial Planning will be an advantage.
- Excellent diagnostic skills
- Aptitude for problem solving and communication
- Excellent teamwork skills
- Good knowledge of English is a must, knowledge of a second foreign language is welcome
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Consultant - Wealth and Asset Management Insurance - Bologna, Italia - Prometeia
Descrizione
Are you curious, do you want to get involved, become part of a dynamic company and have the opportunity to innovate with your work and skills?
Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.
Prometeia, one of the European leaders in Enterprise Risk Management and Wealth & Asset Management solutions, is looking for a Consultant for the Bologna office to be included in the Insurance Business Line, dedicated to insurance consulting.
MAIN TASKS:
E DUCATION AND EXPERIENCE
SOFT SKILLS:
LOCATION:
Bologna
WHAT WE OFFER: COMPENSATION, WELFARE & BENEFIT
Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people.
SMART WORKING
Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowerment of people.
PEOPLE PROGRAM
Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.
TRAINING
Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market.
WIN/WIN POLICY
If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.
PHYGITAL MANAGEMENT
Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, carpooling... everything is just a click away.