Working in Financial Advisory
Intesa Sanpaolo aims to become the European leader in Wealth Management, Protection & Advisory, combining digital innovation, ESG and Innovation and quality in the services offered with the best professional experience for its people.
The role of Global Advisor makes it possible to manage a high-level portfolio and offer a distinctive experience thanks to innovative tools and synergies within the branch.
Discover the path and satisfaction of this role through the stories of Francesca, Ilaria and Mattia.
The contractual framing
In the "Banca dei Territori" Division, the contractual framework dedicated to the Global Advisor allows you to combine the stability of an employee with the flexibility of a self-employed.
At Intesa Sanpaolo you can become a Global Advisor and be a permanent employee for 2 days a week, with all the associated benefits, and on the remaining days you can work as a VAT advisor.
"The contractual framework of the Global Advisor is an opportunity both for people and for the company: it promotes employment and allows our bank to remain competitive in an ever-changing economic and social scenario. Once again, we have been pioneers, introducing, first in Europe, a way of working that combines different needs: flexibility, which means more time for private life, the opportunity to get involved and earn more while maintaining the protections provided for all the Group employees. As always, people are the focus of our attention, just as the intention to further improve work-life integration".
Our project
The Global Advisor position involves different levels of seniority, from graduates with no experience to professionals with a consolidated portfolio.
Intesa Sanpaolo's training includes on-the-job training with coaching, workshops and digital sessions. In addition, a digital platform with an extensive training catalogue is available. For candidates without experience and OCF qualifications, there is a 6-month training internship with a dedicated Tutor, together with the "Training Financial Advisor” course, with leading university professors to prepare for the OCF exam.
Coaching with experienced colleagues, workshops and digital sessions
On-demand training contents to study topics of interest
Course focusing on the OCF qualification with first-level university lecturers
Who we are looking for
We are looking for Global Advisors with strong relational skills, who are able to establish valuable relationships with customers. The position is suitable for different seniority levels, from inexperienced graduates to professionals with established portfolios.
You will work independently, supported by a solid company, to ensure high quality standards in the service provided and an effective response to customers’ needs.
Apply to open positions
New Global Advisor
A 6-month internship dedicated to your training and, after passing the OCF exam, you will join our team as a Global Advisor.
Senior Global Advisor
Do you have experience in financial advisory and strong client relationships? Join the Global Advisor team at Intesa Sanpaolo!
FAQ
The answers to some questions you might have about the Global Advisor NEO career path.
The selection process
If you are aged between 19 and 32 and have a bachelor's or master's degree in economics, finance or politics, this is the opportunity for you!
Once you have sent your application, if your profile meets the requirements, you will be interviewed by our recruiting team.
Of course, all candidates will receive feedback at the end of each step of the selection process.
The training path
The internship as Global Advisor NEO includes a training course of excellence, also aimed at obtaining the OCF certification, which is indispensable for the hiring. The training is delivered digitally in collaboration with the Federico II University of Naples. During your internship you will always be supported by your more experienced colleagues.
Work organisation
On your days as a permanent employee you will carry out your activities and meet your customers within the branch. On freelance days, on the other hand, you can manage your time flexibly and meet clients outside the company premises, thanks to the off-site offer and to the Group's digital tools, in remote offer. The mandate is conferred on the entire national territory.
Senior colleagues in the branch and your coordinator will support you from the first months in building and growing your customer portfolio.
Join the team
Do not miss the opportunity to join our team, bring your contribution and acquire new skills
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Last updated 13 March 2025 at 09:44:56
