Requirements: English
Company: TN Italy
Region: Milan , Lombardy
Social network you want to login/join with:Financial Advisory Solution Expert, Milancol-narrow-leftClient:INGLocation:Job Category:Finance-EU work permit required:Yescol-narrow-rightJob Reference:544b1276eaf9Job Views:1Posted:29.04.2025Expiry Date:13.06.2025col-wideJob Description:The Financial Advisory Solution Expert, working as Customer Journey Expert within ING''s Agile model, will focus on analyzing and anticipating financial advisors needs, refining processes, and leading the implementation of solutions.Your key responsibilities:Participate in complex projects, including cross-country initiatives, related to developing investment advisory channels (direct and physical), involving stakeholders such as 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 aligned with business objectives and channel requirements.Lead implementation with suppliers, ensuring solutions meet specifications and are delivered on time.Monitor performance of solutions, gather feedback, and make adjustments as needed.Stay updated on trends and best practices to continually improve CRM strategies and distribution models.Develop training materials and conduct sessions to enable effective system use.Work with the investment advisory team to manage ongoing activities and resolve issues over time.Educational Qualifications:Masters degree in finance, economics, or related fields.Fluent in English, both written and spoken.Experience in managing and implementing projects related to investment channels distribution.Relevant certifications in Salesforce, Microsoft Dynamics, or equivalent CRM solutions are a plus.Experience and required skills:At least 3 years of experience in similar roles.Deep understanding of financial processes and investment activities.Strong knowledge of investment distribution models and current regulatory frameworks.Excellent analytical and problem-solving skills to anticipate user needs and develop effective solutions.Strong communication skills for articulating requirements and solutions to stakeholders.Experience leading projects and managing suppliers during implementation.Teamwork and customer-oriented approach.Ability to produce clear presentations and documentation.Duration: PermanentAbout INGThe benefits of joining ING:Work in a fun, innovative environment with a great team.Flexible smart working arrangements.Competitive salaries and performance bonuses.Diverse cultures and innovative mindsets.International environment.Commitment to sustainability.Training and development opportunities.Physical and mental well-being initiatives.Birthday day off: #doyourbirthday!Free water & coffee at the office.Our CommitmentWe value diversity and are committed to creating a safe, inclusive environment, offering equal opportunities to all qualified candidates.#J-18808-Ljbffr