全球顾问
Global Advisor
### **概述**
我们正在寻找有动力的个人,加入集团内金融咨询领域的培训和职业发展路径。
该计划从在我们分支机构的6个月全职、线下实习开始,您将学习客户管理的艺术,创建有针对性的经济财务组合,并遵循为准备OCF(金融顾问机构)考试而设计的培训路径,该考试将使您具备金融咨询资格。
### **您的工作内容**
在分支机构实习期间,您将得到具有金融咨询经验的团队支持,并学习:
- 在导师的指导下,通过持续学习和更新,为客户的会议做准备,合理安排您的日常
- 通过适当的探索和论证,识别客户的隐性需求,并提出针对性的商业方案
- 通过知识和技能建立有价值的关系,使您能够在任何市场环境中管理您负责的组合,成为客户和团队真正的参考点
- 在分支机构内外建立有意义的关系,凭借您的专业性获得自然的权威
### **我们寻找的人**
希望将热情转化为职业的人士,需具备:
- 经济学、金融、法律或政治科学专业的学士或硕士学位
- 五年制高中文凭,并有短暂的保险或商业领域工作经验
### **我们提供的机会**
在成功完成实习并满足OCF资格要求后,将以混合合同形式雇佣。您将有机会体验自主就业的灵活性与大型集团的安全性:
- 您将成为员工,在全国各分支机构担任经理角色,签订永久性部分时间垂直合同(每周两天),薪资由信贷行业集体协议(CCNL Credito)规定
- 剩余时间您将成为全球顾问——经授权进行远程服务的财务顾问,签订代理合同(含税号),仅限于Intesa Sanpaolo,有机会建立精选客户组合,并根据其盈利能力获得报酬,在活动开始的前六个月可获得保证的最低收入,并在客户组合扩展时获得特定奖金
- 全面的培训和支持
查看英文原文
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### **Overview**
We are looking for motivated individuals to embark on a training and professional growth path in financial consulting within our Group.
The program begins with a 6-month full-time, in-person internship at our branches, where you will learn the art of client management, the creation of targeted economic-financial portfolios, and follow a training path designed to prepare you for the OCF (Organismo Consulenti Finanziari) exam, which will qualify you for financial consulting.
### **What your activities will be**
During the branch internship, you will be supported by a team with experience in financial consulting and will learn to:
- organize your day by preparing for client meetings, through constant study and updates, under the guidance of tutors who will follow you throughout the internship program
- identify the implicit needs of clients through proper exploration and argumentation, and the resulting targeted commercial proposals
- build a valuable relationship through knowledge and skills that will allow you to manage your assigned portfolio in any market context, becoming a true point of reference for clients and your team
- create meaningful relationships both inside and outside the branch, with the natural authority that your professionalism will grant you
### **Who we are looking for**
People who want to turn their passion into a profession and possess:
- a bachelor's or master's degree in economics, finance, law, or political science
- a five-year high school diploma with brief experience in the insurance or commercial sector
### **What we offer you**
Hiring with a hybrid contract, upon successful completion of the internship and obtaining the OCF qualification requirements. You will have the opportunity to experience the flexibility of self-employment combined with the security of a large Group:
- you will be an employee, with the role of manager in our branches across the national territory, with a permanent part-time vertical contract (two days a week) and a salary regulated by the CCNL Credito
- for the remaining time, you will be a Global Advisor – Financial Advisor authorized for off-site offerings with an Agency contract (VAT number), exclusively for Intesa Sanpaolo, with the possibility of building a portfolio of selected clients and obtaining remuneration linked to its profitability, receiving a guaranteed minimum for the first six months of activity and specific bonuses in case of portfolio expansion
- full access to Intesa Sanpaolo Group benefits (Pension Fund, Healthcare, Favorable Conditions, etc.)
### **Who we are**
We are leaders in Italy and one of the main banking groups in Europe. Join us and be part of our success story! With over 20 million clients in Italy and abroad, we are a true engine of sustainable growth with a strong commitment to the environment and a tangible impact on society.
People are at the center; we take care of them by committing to creating an inclusive culture within the Group where everyone feels like a protagonist and valued.
The Banca dei Territori Division is focused on the market and the centrality of the territory for strengthening relationships with people, small and medium-sized enterprises, and non-profit organizations. Dedicated to retail, exclusive, and business client segments, it offers a wide range of products and services, distributed both through the physical network and digital channels.
_Join our international reality. The future is not waited for, it is chosen!_
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**_We guarantee an inclusive and equal opportunity environment. We will consider all applications regardless of race, religion, sexual orientation, gender identity, marital status, age, disability, or any other protected category in compliance with Legislative Decrees 198/2006, 215/03, and 216/03._**
_**For the evaluation of applications, the data will be used by Intesa Sanpaolo S.p.A. as Data Controller. We invite you to read the dedicated [Privacy Policy](https://performancemanager.successfactors.eu/doc/custom/intesasanp/Information_privacy_V3.pdf).**_