Client and Sales Support

Aegis FSI; Roma; Presencial; EUR 42 000 - 56 000; Tempo integral

Resumo da oferta

Aegis FSI, Rome-based recruitment firm, is assisting an international asset manager in finding a Client and Sales Support professional. The role focuses on servicing non-U.S.

investors, coordinating with the Sales & Service team and supporting business development while ensuring client servicing excellence. Ideal candidates hold a Bachelor’s in Business/Finance, are fluent in Italian and English, and have strong knowledge of financial markets.

Qualificações

• Bachelor’s degree in Business, Finance, Economics or related field required.
• Fluency in Italian and English required; Spanish is a plus.
• Solid knowledge of financial markets, investments and portfolio performance.

Responsabilidades

• Support Non‑U.S. Sales & Relationship Management team with servicing investors and developing prospects.
• Serve as a primary contact for investors and consultants, manage requests and communications.
• Prepare materials for meetings with investors, prospects and consultants, including market research.
• Oversee onboarding of new accounts and maintain CRM records and activity tracking.
• Coordinate with Product, Marketing, Technology and Senior Leadership to support territory priorities.
• Support client events and translations of client materials; assist with Rome office operations.

Conhecimentos

Bilingual Italian/English

Strong communication

CRM proficiency

MS Office tools

Investor relations

Formação académica

Bachelor's degree in Business/Finance/Economics

Ferramentas

CRM systems

Excel

PowerPoint

Descrição da oferta de emprego

Aegis FSI is a recruiter specialised in search and selection of professionals and managers in the Finance, Banking and Insurance market. On behalf of an international asset manager, we are looking for a:

Client and Sales Support

The candidate will manage relationships with non-U.S. investors, prospects, and consultants, supporting business development and client servicing activities. The role will collaborate closely with the external Sales & Service team, providing the tools and insights needed to strengthen existing and prospective relationships. It will act as a key voice of the client within the Client, contributing to the enhancement of products and services. The position will also provide administrative support to the Rome office.

Key Responsibilities:

• Support the Non-U.S. Sales & Relationship Management team in servicing existing investors and developing prospective relationships, providing relevant tools, information and coordination.
• Act as a key point of contact for investors and consultants, managing requests, communications and follow-up activities to strengthen relationships.
• Prepare and coordinate materials for meetings with investors, prospects and consultants, including market research and competitive intelligence to support commercial positioning.
• Oversee the onboarding of new accounts and maintain accurate CRM records, tracking contacts, meeting activity, follow-up and engagement.
• Coordinate with internal stakeholders across Product, Marketing, Technology and Senior Leadership to support territory priorities and deliver effective client solutions.
• Support client and industry events, including the annual Rome client conference, external conferences and related marketing activities; assist with translations of the Client materials.
• Provide territory reporting and general administrative support to the Rome-based team, coordinating with the headquarters and contributing to special projects as required.

Candidate Requirements:

• Bachelor’s degree in Business, Finance, Economics or a related field, with 2-7 years of relevant professional experience preferred.
• Fluency in Italian and English is required; Spanish language skills would be considered an advantage.
• Solid knowledge of financial markets, investments and portfolio performance, including familiarity with market indices and Modern Portfolio Theory.
• Strong understanding of accounting, finance, economics and investment products, with exposure to diversified investment strategies and asset management.
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint, with the ability to work effectively with CRM, performance reporting and investment databases.
• Excellent interpersonal and communication skills, with the ability to build collaborative relationships and work effectively within a team-oriented environment.
• Strong organizational skills, attention to detail and work ethic, with a proactive approach to setting objectives, receiving feedback and delivering results.

Location: Roma

This job posting complies with EU Directive 2023/970 on pay transparency and is open to candidates of all genders, in line with Italian Legislative Decree No. 198/2006. Aegis Srl is an authorized recruitment and selection agency under Italian law (Ministerial Authorization No. 26543, pursuant to Legislative Decree 276/2003).