Business Development – Officer

Adepa Global Services; Milano; In loco; EUR 40.000 - 65.000; Tempo pieno

Descrizione del lavoro

Adepa Global Services is seeking a Business Development Officer to drive commercial development in Italy, covering local and cross-border opportunities. The role blends pre-sales support, direct sales assistance, and commercial back-office tasks in a fast-paced, international setting.

The ideal candidate will have client-facing experience in financial services, solid market knowledge, and strong communication skills, with Italy and European market exposure.

Competenze

• Master's degree in finance, economics, or related discipline.
• Proven sales or client relationship management experience in a financial institution.
• Solid knowledge of financial markets and European fund industry.
• Strong Excel and PowerPoint skills; familiarity with CRM tools is a plus.

Mansioni

• Support identification and qualification of new business opportunities in Italy.
• Assist in client presentations, proposals, and RFP responses.
• Monitor market trends, competitors, and regulatory developments.
• Help manage the sales pipeline and coordinate with internal stakeholders.
• Participate in client meetings and follow-ups; support commercial documentation.

Conoscenze

Sales experience

CRM tools

Interpersonal skills

Formazione

Master's degree in finance/economics

Strumenti

Microsoft Excel

PowerPoint

CRM software (Pipedrive)

Descrizione del lavoro

SOLUTIONS FOR IDEAS IN A GLOBAL FINANCIAL WORLD

Adepa is an independent global leading provider of Investment Fund and Corporate Services, Private Equity & Real Estate administration, UCITS V Management Company and Asset Management addressed to institutional and professional investors around the globe. Founded in 1980 and currently headquartered in Luxembourg, Adepa provides clients with support oriented to give tailor-made solutions for ideas in a global financial world in Luxembourg, Italy, Spain and Chile.

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Business Development - Officer

In the frame of our growth, ADEPA is looking for a Business Developer Officer to support the commercial development of Adepa's services in the Italian market, covering both local and cross-border opportunities. The role offers balanced exposure to pre-sales activities, direct sales support, and commercial back-office processes, within a dynamic and international environment.

The ideal candidate is a motivated professional keen to grow in business development within financial services, bringing client-facing experience, solid market knowledge, and strong interpersonal skills. They excel in fast-paced international settings and are committed to delivering high-quality service to demanding clients.

The role offers direct exposure to Italian and international financial markets, hands-on involvement in cross-border fund projects, and the opportunity to grow within a dynamic, entrepreneurial international group.

As Business Development Officer, your main responsibilities will be:

• Support the identification and qualification of new business opportunities in Italy
• Contribute to the preparation of client presentations, proposals, and RFP responses
• Monitor market trends, competitors, and regulatory developments impacting financial services
• Assist senior business developers in managing the sales pipeline
• Participate in client meetings and follow-ups
• Help coordinate internal stakeholders to structure tailored service solutions
• Commercial Back Office
• Support the preparation and review of commercial documentation and agreements
• Maintain CRM systems and ensure accurate tracking of opportunities and activities
• Coordinate onboarding processes in collaboration with operational teams

Qualifications and experience

• Master's degree in finance, economics, or a related discipline
• Proven experience in sales and/or client relationship management within a financial institution, ideally in the fund services sector in Italy or Luxembourg
• Solid understanding of financial markets and the European fund industry, including key players, stakeholders, and core processes
• Strong proficiency in the Microsoft Suite (especially Excel and PowerPoint); experience with Pipedrive or other CRM tools is a plus
• Native Italian speaker with fluent written and spoken English; Spanish is an advantage

Social Skills

• Excellent interpersonal and communication skills
• Ability to manage tight deadlines under pressure while maintaining strong attention to detail
• Proactive, well-organized, positive, and dynamic mindset
• Commitment to quality, client service, and continuous improvement
• Collaborative, adaptable, and open-minded

Want to join a growing Entrepreneurial, Intercultural, International and Independent

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