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Client Servicing & Sales Support Manager for our Spanish desk, Lisbon

Paço de Arcos, Lisbon, PT, 2770-131

Job ID: 7637 


We are now looking for a Client Servicing & Sales Support Manager for our Spanish desk to strengthen our existing team and support our growing Institutional and Wholesale Distribution in Spain.


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

 

Nordea Asset Management (NAM) is the centre for investment management in the Nordea Group and in the Asset & Wealth Management division. NAM is the largest asset manager in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. We meet customer demands and guide our customers in the right direction in asset selection while ensuring prudent ESG practices. NAM has around 900 employees and more than 475 Nordic and international institutional clients.


About this opportunity

Welcome to the IWD Client Servicing Portugal team. We seek to deliver high-quality client service to our prospects and existing customers. Furthermore, you’ll be in constant contact with our Spanish Sales Team located in Madrid and play a valuable role in supporting them. 

What you’ll be doing:

  • Generally develop and maintain relationship with our sales colleagues located in Spain and provide them with enthusiastic service
  • Take care of all requests and queries coming from our Spanish 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, organisation and execution of road shows, client events, fairs and mailing campaigns
  • Coordinate client distribution contracts, operation memorandums and account set ups with the Transfer Agency and Compliance Department
  • Handle all relevant Fund Administration and Transfer Agency related activities and understand the different trailer fee set-ups
  • Maintain client information in the CRM system, ensuring completeness and accuracy


You’ll join our multi-cultural and entrepreneurial team with almost 30 team members located in Luxembourg, Portugal and Singapore. As the Client Relationship Services Deptartment, we are the entry point to the entire value chain for our Sales Teams located all across Europe (ex. Nordic Region), Latin America and Asia. The role is based in 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 succeed in this role, we believe that you:

  • Have a solid knowledge about the value chain of Investment Funds and have already had a first experience in the Fund Industry
  • Are a self-starter, well organised, multi-tasking with the ability to set priorities and handle problems in a reflective and efficient manner
  • Have great communication skills and are service minded
  • Are motivated, stress resistant and enjoy working in an international and agile environment


Your experience and background:

  • At least 3 years’ experience in a similar position in the Fund Distribution or Asset Management area - preferably within the Spanish professional segment
  • Fluent in Spanish with solid skills in written and spoken English
  • Proficiency in Word, Excel and PowerPoint; knowledge of Salesforce is an asset

 

If this sounds like you, get in touch!

 

Next steps

Submit your application no later than 31/08/2022. 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 supporting our customers and communities. So please come as you are.

Department:  Asset management / Investment management

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