Client And Sales Support

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8ihk2d

Aegis FSIis 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 ******** on pay transparency and is open to candidates of all genders, in line with Italian Legislative Decree No. ********.
Aegis Srl is an authorized recruitment and selection agency under Italian law (Ministerial Authorization No. *****, pursuant to Legislative Decree ********).
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8ihk2d