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Financial Advisory Solution Expert

Impiegato | Marketing & Communication | Lombardia | 2024-05-27 | 069872


The Financial Advisory Solution Expert, working as Customer Journey Expert within the ING's Agile model, will focus on analyzing and anticipating the financial advisors’ needs, refining processes, and leading the implementation of the identified solution.

Your key responsibilities:  

  • Participating in complex projects, including cross-countries ones, related to development of investment advisory channels (direct and physical one) involving a plurality of stakeholder, including IT, Sales, Finance and Risks.
  • Assess current processes and identify areas for improvement to enhance efficiency and effectiveness.
  • Collaborate with stakeholders to understand business requirements and user needs.
  • Design CRM solutions that align with business objectives and channel requirements.
  • Lead the implementation phase with suppliers, ensuring that the solution meets specifications, and it is delivered on time.
  • Track the performance of implemented solutions, gather user feedback, and make necessary adjustments.
  • Stay up to date with trends and best practices to continually enhance the CRM strategy and distribution models.
  • Develop training materials and conduct training sessions to ensure end-users can effectively utilize the system.
  • Collaborate with the investment advisory team to manage running activities and issues that could arise over time. 

Educational Qualifications:

  • Master’s degree in finance/Economics or related fields.
  • Fluent English both written and spoken.
  • Knowledge and experience in managing and implementing of projects related to investment channels distribution.
  • Relevant certifications in Salesforce, Microsoft Dynamics or equivalent CRM solution are a plus.

Experience and required skills:    

  • Proven experience in similar roles (+3 years)
  • In -depth understanding of financial processes and investment-related activities.
  • Strong Knowledge of investment distribution models including current regulatory framework is a must.
  • Strong analytical and problem-solving abilities to anticipate user needs and translate them into effective solutions.
  • Excellent written and verbal communication skills to articulate requirements and solutions clearly to stakeholders.
  • Demonstrated experience in leading projects and managing suppliers during the implementation phase.
  • Ability to work in a team.
  • Customer oriented approach.
  • Ability to produce clear presentations and documents.

Duration: Permanent

Location: Milan (hybrid) 

About ING

ING offers many opportunities to build a diverse and rewarding career. You will be joining an international innovative digital bank, the first in Italy to adopt a fully flexible smart working model, and you will be working in a stimulating environment where you can grow both as an individual and as a professional.Our purpose - empowering people to stay a step ahead in life and in business - represents our belief in people’s potential. We don’t judge, coach or to tell people how to live their lives. We empower people and businesses to realize their own vision for a better future.#doyourthing is our brand direction with us each and every day. It is how we articulate our purpose and our promise to make banking frictionless to the world. ‘do your thing’ is about people being free to live the life they want to live, knowing that they will make their world a little better for it.
Do you think you are "a step ahead"? Apply now!

The benefits of joining ING

In addition to being a part of a great team, working in a fun and innovative environment, we offer: Super flexible smart workingCompetitive base salaries and performance based bonusesDiverse cultures & Innovative mindsetsInternational EnvironmentCommitment to sustainabilityLots of training development opportunities to help you growLots of moments dedicated to physical and mental well-beingA special day off when it is your birthday: we call it #doyourbirthday!And of course we can’t forget: free water & coffee at the office! 

Our Commitment

Diversity is a fundamental element of our corporate culture, and we are fully committed to creating a safe and inclusive environment, based on mutual respect and the value of diversity, offering equal job opportunities to all qualified candidates.


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Please be aware that the recruitment procedures, (labour) regulations and labour agreements of Italia apply.

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