Im Emea - Italian Sales Executive - Milan Based

The Bank of New York Mellon Corporation; Milano; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A global investment management firm is seeking a professional in Milan to manage client relationships and promote investment products. Responsibilities include engaging prospects, preparing presentations, and coordinating with various teams to align resources. Ideal candidates should have a graduate degree and solid knowledge of the financial services landscape, especially in the Italian market.

Servizi

Equal Employment Opportunity

Competenze

• Thorough knowledge of BNY Mellon’s financial products and the asset management industry is required.
• Experience with large distributors such as Banca Generali and Fideuram is preferable.

Mansioni

• Identify and cultivate Italian prospects and clients through client visits and calls.
• Update clients on existing and upcoming new products.
• Prepare bespoke presentations for meetings and pitches.

Conoscenze

Building client relationships

Sales process execution

Problem-solving

Client knowledge

Formazione

Graduate-level education or equivalent

Strumenti

Salesforce

Descrizione del lavoro

Job Purpose

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 upcoming new products and their merits.
• Work with and coordinate internal resources to ensure the production of materials for service and prospect building are aligned 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.
• Represent the firm as a public speaker at BNY Mellon and client events, presenting 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 addressed quickly and effectively.
• Maintain client segmentation and product alignment plans and databases locally.
• Identify areas for process and client service improvements on an ongoing basis.
• Collaborate with the sales, product management, and shared services teams to achieve revenue and operational goals.
• Be available for business trips within Italy and outside the region as necessary.
• Ensure all client activity is recorded in Salesforce.

Generic Staff Responsibilities

• Provide accurate and appropriate management information to line manager.
• Comply with all relevant corporate policies, including Health and Safety.

Financial

• Manage delegated budgets to serve the LOB’s best interests.

Compliance

• Be aware of current regulatory and legal obligations.
• Report suspected breaches to Compliance or Legal departments immediately.

Risk Management

• Monitor, document, and report business risks and internal controls, alerting the line manager of significant changes.

Business Continuity

• Maintain and test a current continuity plan to respond to disruptions.
• Person Specification
• Core Competencies include Building Organizational Talent, Client Orientation, Developing Partnerships, Driving Execution, Operational Decision Making, and Global Acumen.
• Job Specific Competencies involve establishing solid client relationships, building internal relationships, client knowledge, problem-solving, executing sales processes, demonstrating shared values, project management, and technical skills.
• Thorough knowledge of BNY Mellon’s financial products and the asset management industry is required.
• Experience with large distributors such as Banca Generali, Fideuram, and Intesa Sanpaolo PB is preferable.
• Academic or professional qualifications should include graduate-level education or equivalent.
• BNY Mellon is an Equal Employment Opportunity employer, committed to diversity and inclusion.