Client Relationship Services & Sales Support - Italian Desk

Job ID: 23850 
 

Would you like to join our Client Servicing department to strengthen our existing team? We are now looking for a Client Servicing and Sales Support Officer for our Italian desk to support our growing Institutional and Wholesale Distribution in Italy. This is an opportunity for you to work in an international and innovative environment.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That is why we are deeply committed to providing the financial solutions of tomorrow to our customers. We are creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you will be in good company with a chance to make your mark on something bigger.  

Nordea Asset Management (“NAM”) is the asset management arm of the Nordea Group, the leading financial services group in the Nordic and Baltic Sea regions. The group has 11 million clients and 30,000 employees. NAM has around 850 employees and manages more than EUR 254 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe. 

About this opportunity

Welcome to the Client Relationship Services Department. We strive to deliver high-quality client service to our prospects and existing customers. You’ll play a valuable role in supporting our Italian Sales Team who is located in Milan.

What you’ll be doing:

• Support our Sales colleagues located in Italy and provide them with proactive service; 
• Take care of all requests and queries coming from our Italian client base (e.g. international wealth management professionals, private banks, global custodians and execution platforms, retail banking organisations, external asset managers, etc.) in close co-operation with internal stakeholders (e.g. Product Management, Legal department, Fund Reporting department, Marketing etc.); 
• Look after all sales supportive tasks e.g. the planning of road shows, client events, fairs and mailing campaigns; 
• Handle all relevant Fund Administration and Transfer Agency related activities and understand the different trailer fee set-ups;
• Co-ordinate client distribution contracts, partnership agreements etc.
• Maintain client information in the CRM system, ensuring completeness and accuracy;
• Coordinate marketing digital activities (podcast/video)
• Updates Sales’ presentations
• Take part in fairs/onsite visits

You’ll join our multi-cultural team of 18 members. Following a hub and spoke model, our Wholesale client servicing functions are centralized in Luxembourg and Portugal for our activities in Europe (ex. Nordic Region) and Latin America. The role can be based in Luxembourg; Lisbon.

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.  

To do well in this role, we believe that you:

• Are a self-starter, well organised, multi-tasking with the ability to set priorities and handle problems in a calm and efficient manner
• Are motivated, stress resistant and enjoy working in an international and agile environment

Your experience and background: 

• At least 2 years’ experience in a similar position in the Fund Distribution or Asset Management area
• Fluent Italian
• Solid skills in written and spoken English
• Fluency in French would be a definite advantage providing further development opportunities with the departement  
• Proficiency in Word, Excel and PowerPoint; Knowledge of Salesforce would be relevant

If this sounds like you, get in touch!

Next steps

Submit your application no later than 15/05/2024. Please note the position might be filled before the application deadline.

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are.