Gen-AI Education and Wealth Management Consultant

Gen-AI Education and Wealth Management Consultant
Are you curious and ready to accept a new challenge in your career? Are you eager to join a dynamic company and bring innovation through your work and skills? Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.

ROLE AND RESPONSIBILITIES
The selected candidate will join the Training and Change Management team and will be involved in the following activities:

Digital and GenAI-based solutions development: design of digital tools and generative AI-based solutions that enhance financial and wealth advisory processes for financial intermediaries. Contribute to the definition of functional requirements, optimization of content, and creation of knowledge bases for advanced advisory platforms.
Consulting and training projects: participate in initiatives aimed at transforming the service models of financial intermediaries. Collaborate with multidisciplinary teams to design training paths and learning solutions that foster the adoption of new technology and improve the effectiveness of advisory activities.
On-site or remote client support: provide support during project phases (analysis, design, and implementation), ensuring alignment between business objectives, operational models, and competency development strategies. Help promote innovative approaches to learning and collaboration.
Digital Learning Content Creation: design and produce digital learning assets and multimedia content to facilitate the adoption of new solutions and promote specialized skills within financial advisory teams

EDUCATION AND EXPERIENCE:

Master’s degree in Finance, Economics, or related fields, with a solid financial background
Curiosity and strong motivation to learn, combined with analytical thinking and problem‑solving attitude
Previous experience of maximum 3 years (e.g., internship) in banks or consulting firms; experience in digital learning content creation is a plus
The ideal candidate will be expected to demonstrate a good understanding of how a bank operates, particularly within Wealth Management and advisory processes
Familiarity with digital tools and emerging AI-based solutions

SOFT SKILLS

Curiosity and a strong willingness to learn in a dynamic and evolving environment
Motivation to contribute to innovation and continuous improvement within the organization
Consulting‑oriented mindset, with strong communication and interpersonal skills
Team player with a collaborative approach

LOCATION
Bologna
WHAT WE OFFER
COMPENSATION, WELFARE & BENEFIT
Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and it is made up of Compensation – consisting of a fixed and a variable component –, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy – and Benefits, which include all the initiatives undertaken for the well‑being of our people.  

REMOTE WORKING
Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment, and optimization of company results, through autonomy and empowerment of people.  PEOPLE PROGRAM
Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.  

TRAINING
Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know‑how and…