Im Emea - Italian Sales Executive - Milan Based

The Bank of New York Mellon Corporation; Milano; In loco; EUR 50.000 - 90.000; Tempo pieno

Descrizione del lavoro

A leading global investment management company is looking for a talented individual to manage client relationships and drive sales in Italy. The role involves identifying prospects, cultivating client relationships, and collaborating across teams to meet operational goals while ensuring compliance with regulations. Ideal candidates should have strong problem-solving abilities paired with a solid educational background in finance or related fields.

Servizi

Family-friendly, inclusive employment policies

Employee forums for diversity and inclusion

Competenze

• Thorough knowledge of BNY Mellon’s financial products.
• Experience with large distributor relationships preferable.
• Excellent knowledge of the asset management industry.

Mansioni

• Identify and cultivate Italian prospects and clients.
• Prepare bespoke presentations for meetings and pitches.
• Work collaboratively with sales and product management teams.

Conoscenze

Client Orientation

Problem Solving

Project Management

Formazione

Graduate level education or equivalent

Descrizione del lavoro

To attract and retain clients and revenues in the territories allocated to the individual for coverage, through representation of all investment products and strategies offered by BNY Mellon Investment Management companies as appropriate to client requirements.

Responsibilities

• Identify and cultivate Italian prospects and clients by leading and participating in client visits and calls, managing execution of client activity, and communicating with clients in the advisory segment, as appropriate, in line with the wider sales management team.
• Build the promotion of our funds through the client segment of Multi Managers and Independent Asset Managers in the region.
• Update clients on existing and forthcoming new products and their merits.
• Work with and coordinate internal resources to ensure production of materials for service and building prospects are in line with demand and consistent across markets.
• Follow up with clients after meetings and conference calls.
• Identify opportunities for deepening existing client relationships in the local market.
• Prepare bespoke presentations for meetings, conference calls, and pitches.
• Public speaker at BNY Mellon and client events presenting the firm’s capabilities and investment solutions.
• Update line manager on opportunities and assets at risk where required.
• Identify and communicate client requirements and ensure process shortfalls are acted upon quickly and effectively.
• Maintain client segmentation and product alignment plans and database locally.
• Identify areas for process and client service improvements on an ongoing basis.
• Work collaboratively with the entire team—sales, product management, and shared services—to accomplish revenue and operational goals.
• Be available for business trips within Italy and outside the region where necessary.
• Ensure all client activity is recorded in Salesforce.

General

• Provide accurate and appropriate management information to line manager.
• Comply with all corporate policies relevant to the functions managed, including Health and Safety Policy.
• Manage any delegated budget in a manner that will best serve the LOB’s interests.

Compliance

• Be aware of current regulatory and legal obligations of the managed functions.
• Report any suspected breaches to the Compliance or Legal departments immediately upon discovery.
• Monitor, document, and report business risks and internal controls, alerting the line manager immediately of any significant changes.

Business Continuity

• Maintain and test a current and effective continuity plan to ensure an appropriate response to any disruptions.

Person Specification

Core Competencies

• Building Organizational Talent
• Client Orientation
• Developing Partnerships
• Driving Execution
• Operational Decision Making
• Global Acumen

Job Specific Competencies

• Establishing solid client relationships with distributors assigned.
• Building and leveraging internal relationships.
• Client knowledge and understanding.
• Solving problems and creating solutions.
• Executing the sales process.
• Demonstrating shared values with clients and co-workers.
• Project management.
• Technical Skills, Knowledge, Systems Knowledge, and associated skill level.
• Thorough knowledge of BNY Mellon’s financial products.
• Excellent knowledge of the asset management industry.
• Ongoing knowledge of industry issues, developments, and opportunities.
• Experience with large distributor relationships, e.g., Banca Generali, Fideuram, Intesa Sanpaolo PB, is preferable.

Academic / Professional Qualifications

Graduate level education or equivalent.

BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals With Disabilities / Protected Veterans are encouraged to apply.

Our ambition is to build the best global team—one that is representative and inclusive of diverse talent, clients, and communities we serve. We support wellbeing and a balanced life, offering family-friendly, inclusive employment policies and employee forums.