Client Servicing & Sales Support Officer (Italian Desk)

Finance, Banking & Legal · Banking & Investments · Wealth Management · Financial Analysis · Sales Support

In short

Nordea is seeking a Client Servicing & Sales Support Officer for their Italian Desk in Luxembourg. This role involves supporting the Italian sales team and clients, managing fund administration activities, and maintaining client information in the CRM system. The ideal candidate has at least 1 year of experience in Fund Distribution or Asset Management within the Italian professional segment and is fluent in Italian and English.

Responsibilities

Develop and maintain relationships with sales colleagues in Italy.
Provide proactive service to Italian clients and sales teams.
Handle requests and queries from Italian client base (wealth management professionals, private banks, etc.).
Support sales activities like planning and organizing roadshows, client events, and mailing campaigns.
Coordinate client distribution contracts, operation memorandums, and account set-ups.
Manage Fund Administration and Transfer Agency activities and understand trailer fee set-ups.
Maintain client information in the CRM system, ensuring accuracy.
Occasionally participate in client events in Italy and Copenhagen.

Requirements

At least 1 year of experience in a similar position within the Fund Distribution or Asset Management area, specifically within the Italian professional segment.
Fluent in Italian (written and spoken).
Solid skills in written and spoken English.
Proficiency in Word, Excel, and PowerPoint.
Basic knowledge of the Investment Funds value chain.
First experience in the Fund Industry.
Motivated, well-organized, able to set priorities and handle problems efficiently.
Great communication and service-minded skills.
Stress-resistant and enjoys working in an international and agile environment.

Desired Qualifications

Knowledge of Salesforce is an asset.

Benefits

Strengthen an existing team and support growing distribution.
Work in an agile environment where you can experiment and grow.
Be part of a multi-cultural and entrepreneurial team.
Opportunity to make a mark on something bigger.
Learn more about Nordea's recruitment process, culture, sustainability efforts, purpose, and values.

Skills

Sales SupportClient Relationship ManagementMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSalesforce

#Client Servicing#Sales Support#Italian Desk#Asset Management#Investment Funds#Fund Distribution#CRM

About Nordea

We are a universal bank with a 200-year history of supporting and growing the Nordic economies – enabling dreams and aspirations for a greater good. Every day, we work to support our customers’ financial development, delivering best-in-class omnichannel customer experiences and driving sustainable change. We are a full-service universal bank and the third largest corporation in the Nordic region and one of the top 10 financial services companies in Europe based on market capitalisation. We are present in 17 countries, including our four Nordic home markets which together constitute the 10th…

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