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Stage Family Office

Generali Group

The Family Protection & Planning Service is Banca Generali's center of expertise for advice on asset protection and generational handover planning, both by “inter vivos” deed and “mortis causa”.

Family Protection & Planning Service:
1. provides support and advice on asset protection and asset planning and transfer tools
2. oversees the process linked to customer succession, checking and validating the documentation received, coordinating the activities of the various Bank functions involved

Within the team that manages the bank succession process, we are looking for a person who will primarily handle certified & ordinary e-mails and requests for information, also collaborating with the office in the management of succession practices

Banca Generali is a leading company in Italy in private banking, able to offer its customers the best strategies for effective financial planning.