Client Service & Sales Support | Asset Management

Oliver James Associates Ltd.; Milano; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A financial recruiting firm is seeking a Client Service & Sales Support Specialist based in Milan. This role involves supporting Business Development, coordinating investor communications, and managing RFP processes. Ideal candidates will have 2-4 years of experience in financial institutions, a degree in relevant fields, and fluency in both Italian and English. Excellent organizational and communication skills are essential.

Competenze

• 2 to 4 years of experience in a financial institution.
• Good understanding of asset management, funds, and financial markets.
• Experience in client support and RFP/DDQ processes is beneficial.

Mansioni

• Support Business Development in operational coordination and meeting preparation.
• Coordinate CRM updates and investor databases.
• Contribute to client reporting and investor newsletters.
• Coordinate the preparation of RFPs and due diligence questionnaires.
• Assist in organizing investor meetings and webinars.

Conoscenze

Fluency in Italian

Fluency in English

Proficiency in Excel

Proficiency in PowerPoint

Organizational skills

Formazione

Bachelor’s or master’s degree in Economics, Finance, Business Administration

Strumenti

CRM systems

Descrizione del lavoro

# Client Service & Sales Support | Asset ManagementClient Service & Sales Support | Asset ManagementSalary€NegotiableLocationMilan, Metropolitan City of Milan, ItalyContractPermanentIndustryInvestments---ContactPaola [e-mail] an **Asset Management firm** with a strong presence in the Italian market, we are looking for a **Client Service & Sales Support Specialist.** The role offers significant exposure to the full investor relations and business development lifecycle.**Responsibilities**The successful candidate will carry out the following activities:* Support Business Development in day-to-day activities, with a strong focus on operational coordination, meeting preparation, follow-ups and pipeline tracking.* Data organization & cross-team coordination: coordinate CRM updates and investor databases and provide client activity and pipeline reports; facilitate internal workflows with Investment, Risk, Operations and Compliance teams to ensure smooth information flows.* Investor communication support: contribute to client reporting, investor newsletters and performance updates by gathering data and input from internal teams.* Support Sales & Marketing material preparation: updating existing materials and ensuring consistency (presentations, pitchbooks, fund factsheets, etc.).* RFP & Due Diligence process management: coordinate the preparation of RFPs, DDQs, questionnaires and data requests from prospects and existing investors, ensuring efficient, timely and accurate submissions.* Event & meeting coordination: assist in organizing investor meetings, webinars and conferences, including scheduling, logistics and materials preparation.**Requirements*** **2 to 4 years of experience** in a financial institution (e.g. SGR, Asset Manager, SIM, Private Bank, Consulting).* Bachelor’s or master’s degree in Economics, Finance, Business Administration or related fields.* Good understanding of asset management, funds and financial markets.* Strong proficiency in Excel, PowerPoint and CoPilot.* Experience in client support, CRM systems and/or RFP/DDQ processes is beneficial.* Fluency in both Italian and English, written and spoken.**Soft Skills*** Exceptional organizational skills with strong attention to detail, accuracy and reliability.* Strong communication skills and ability to work effectively with cross-functional teams.* Ability to automate and improve efficiency of processes.* Proactive, resourceful and willing to learn quickly in a dynamic environment.* Strong teamwork attitude combined with problem-solving skills.**Location**: Milan