ReVersal SIM, a company of the TXT Group, is looking for a Customer Support and Operational Assistant to join the team, based in Porta Venezia (MI).
Main Responsibilities:
Support financial advisors in client meetings, specifically in preparing the necessary contractual documentation for profiling and opening accounts;
Assist financial advisors in preparing consultancy proposals and the related documentation required for clients to subscribe to financial instruments;
Coordinate activities with the Investment Advisory office to define investment proposals aligned with updated model portfolios and with the Back Office to ensure proper execution of the proposals made;
Manage the client relationship with the partner bank that holds the assets, ensuring proper execution of related activities;
Support the company's management in handling corporate issues related to clients and other internal corporate activities.
Required Technical Skills:
Experience in onboarding and managing clients in the financial and insurance sectors.
Knowledge of industry regulations.
Proficient in Office Suite.
Good knowledge of the English language.
Basic financial knowledge.
Why Choose TXT GROUP and Reversal SIM:
Industry Expertise: American partner Northern Trust, the leading international operator with headquarters in the United States, serves high-net-worth clients and collaborates with industry professionals in Italy;
Innovative Environment within a Group: A unique proposition in the Italian market, offering asset management to end clients in a growing international context.
This position offers a fixed-term contract with the potential for conversion to a permanent role once the right candidate is identified.
The position is open to candidates of all genders, in accordance with Legislative Decree 198/2006. The company promotes equal opportunities and values diversity in all its forms.