Senior Investment Advisory Sales Executive - Italy

BNY Mellon; Milano; In loco; EUR 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

A leading global financial services company is seeking a Senior Associate, Advisory Sales Executive in Milan, Italy. This role focuses on attracting and retaining clients for BNY Investments. Key responsibilities include driving client engagement, presenting investment solutions at public events, and ensuring compliance with regulatory standards. Ideal candidates will have strong sales skills, knowledge of asset management products, and proficiency in Salesforce. The position offers competitive compensation and benefits.

Servizi

Competitive compensation

Flexible global resources

Generous paid leaves

Competenze

• Strong client relationship management and sales execution skills.
• Excellent knowledge of asset management and financial products.
• Proven ability in project management and creating tailored solutions.
• Effective communication and public speaking skills.
• Familiarity with major Italian distributors preferred.

Mansioni

• Drive client engagement by identifying prospects and managing visits.
• Present investment capabilities and solutions at meetings.
• Coordinate resources to deliver materials for pitches.
• Ensure compliance with regulatory requirements.
• Maintain accurate client segmentation in Salesforce.

Conoscenze

Client relationship management

Sales execution

Public speaking

Problem-solving

Presentation skills

Strumenti

Salesforce

Descrizione del lavoro

A leading global financial services company is seeking a Senior Associate, Advisory Sales Executive in Milan, Italy. This role focuses on attracting and retaining clients for BNY Investments. Key responsibilities include driving client engagement, presenting investment solutions at public events, and ensuring compliance with regulatory standards. Ideal candidates will have strong sales skills, knowledge of asset management products, and proficiency in Salesforce. The position offers competitive compensation and benefits.