76 Posti di lavoro per Servizi Finanziari in Italia
Impiegato Servizi Finanziari
Inserito 4 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
Adecco Italia, divisione Permanent, seleziona per strutturata azienda cliente sita in provincia di Padova un Impiegato Servizi Finanziari con ottima conoscenza della lingua inglese. La risorsa sarà inserita nel team Finance e avrà le seguenti responsabilità:
- Gestire le fatture PO, non-PO e IC;
- Ricevere e rispondere alle richieste dei fornitori;
- Elaborare fatture di fixed assets;
- Supportare e fornire tutti i dati rilevanti per la reportistica e l'analisi dei KPI;
- Supportare i processi di audit interni ed esterni;
- Adempiere agli obblighi statutari e alle richieste fiscali (Intrastat, conservazione dei documenti contabili, registro IVA, journal book, liquidazione IVA, .);
- Gestire la chiusura mensile assicurandosi che siano rispettate le normative nazionali e le regole di contabilità del Gruppo;
- Eseguire Balance Sheet Reconciliation;
- Preparare report finanziari ad hoc raccogliendo, analizzando e riassumendo informazioni e tendenze contabili;
- Analizzare il report sull'anzianità dei fornitori e gestire i pagamenti ai fornitori;
- Partecipare alle procedure PTP / RTR aggiornate.
- Laurea triennale/magistrale in Finanza o Contabilità;
- Esperienza di 3-5 anni nel campo della contabilità e partecipazione al processo di chiusura del bilancio;
- Conoscenza fluente dell'inglese;
- Eccellenti competenze in Excel;
- Conoscenza dei sistemi ERP;
- Forte conoscenza contabile e esperienza nella conciliazione del bilancio;
- Disponibilità e capacità di lavorare in un ambiente internazionale;
- Disponibilità a brevi viaggi presso le filiali (max 2-3 giorni al mese);
- Smart Working, Flessibilità oraria di entrata/uscita.
Full Time
#J-18808-LjbffrImpiegato Servizi Finanziari
Oggi
Lavoro visualizzato
Descrizione Del Lavoro
Adecco Italia, divisione Permanent, seleziona per strutturata azienda cliente sita in provincia di Padova un Impiegato Servizi Finanziari con ottima conoscenza della lingua inglese. La risorsa sara inserita nel team Finance e avra le seguenti responsabilita:
· Gestire le fatture PO, non-PO e IC;
· Ricevere e risponderealle richieste dei fornitori;
· Elaborare fixedassets invoices · Supportare e fornire tutti i dati rilevanti per la reportistica e l'analisi dei KPI;
· Supportare i processidi audit interni ed esterni;
· Adempiere agli obblighi statutari e alle richieste fiscali (Intrastat, conservazione dei documenti contabili, registro IVA, journal book, liquidazione IVA, .);
· Gestire la chiusura mensile assicurandosi che siano rispettate le normative nazionali e le regole di contabilita del Gruppo;
· Eseguire Balance Sheet Reconciliation;
· Preparare report finanziari ad hoc raccogliendo, analizzando e riassumendo informazioni e le tendenze contabili;
· Analizzare il report sull'anzianita dei fornitori e gestire i pagamenti ai fornitori;
· Partecipare alle procedure PTP/RTR aggiornate. Requisiti:
· Laurea triennale/magistrale in Finanza o Contabilita;
· Esperienza di 3-5 anni nel campo della contabilita e partecipazione al processo di chiusura del bilancio;
· Conoscenza fluente dell'inglese;
· Eccellenti competenzein Excel;
· Conoscenza dei sistemi ERP;
· Forte conoscenza contabile e esperienza nella conciliazione del bilancio;
· Disponibilita ecapacita di lavorare in un ambiente internazionale;
· Disponibilita abreviviaggi presso le nostre filiali (max 2-3 giorni mese). · Smart Working, Flessibilita entrata/Uscita Disponibilita oraria:
Full Time
Consulente Servizi Finanziari
Oggi
Lavoro visualizzato
Descrizione Del Lavoro
Sei appassionato alla consulenza in ambito finanziario? Cerchi una realtà solida e in forte crescita? GOLDEN GROUP SPA è specializzata nel far ottenere contributi a fondo perduto alle imprese tramite progetti di finanziamento presentati dagli enti eroganti quali Unione Europea, Ministeri, Regioni, Province e Camera di Commercio. Per rafforzamento della rete, ricerchiamo:
Una persona dalle grandi capacità relazionali e organizzative che ha maturato significative esperienze nella gestione di clienti business in ambito finanziario. Si richiedono almeno due anni di esperienza pregressa nello svolgimento di attività consulenziali/ commerciali nel settore bancario o finanziario (preferibilmente finanza agevolata) o assicurativo. Si richiede ottima conoscenza del Pacchetto Office e utilizzo di CRM. Disponibilità viaggi e a trasferte frequenti nella regione Veneto, soprattutto nelle province di Treviso e Verona il Professionista avrà in capo la gestione di un pacchetto clienti di aziende e si occuperà di:
monitorare lo stato dell'arte dei progetti in essere relativi alla Finanza Agevolata, Mappatura dei bandi pubblicati approfondisce studia e propone soluzioni mirate per i clienti in termini di contribuzione agevolando lo sviluppo di nuovi interventi e ulteriori nuovi progetti Raccolta della documentazione contabile ed amministrativa dei clienti Ambiente di lavoro dinamico, giovane e affiatato Percorsi di formazione continua per valorizzare il tuo talento. Benefit e programmi di welfare aziendale. Tutte le nostre opportunità si rivolgono anche a persone appartenenti alle categorie protette e prevedono una ricerca costante e continua dell’equilibrio di genere, abilità, esperienza e cultura. CCNL commercio, inquadramento e RAL da definire in base all'esperienza. Invia la tua candidatura e apri la tua carriera a nuovi scenari! J-18808-Ljbffr
SALES SUPPORT - Servizi Finanziari
Inserito 5 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian. French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”
SALES SUPPORT - Servizi Finanziari
Inserito 6 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian. French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”
SALES SUPPORT - Servizi Finanziari
Inserito 6 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian. French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”
SALES SUPPORT - Servizi Finanziari
Inserito 6 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian. French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”
Sii il primo a saperlo
Informazioni sulle ultime novità Servizi finanziari Posti di lavoro;/Posti Vacanti nella Italia !
SALES SUPPORT - Servizi Finanziari
Inserito 6 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian. French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”
Consulente Commerciale Servizi Finanziari
Inserito 8 giorni fa
Lavoro visualizzato
Descrizione Del Lavoro
Commerciale
- Informazioni sull’offerta di lavoro
- CHI SIAMO
- Miros Servizi Finanziari, agente in attività finanziaria “Agos Ducato Spa”
- Offriamo supporto ai clienti con soluzioni di credito innovative, studiate per permettere a chiunque di realizzare i propri progetti. L’innovazione è uno dei pilastri del nostro successo. Il nostro sistema valoriale condiviso, basato su innovazione, considerazione, semplicità, responsabilità ed energia, ci rende un’azienda orientata alla valorizzazione dell’individuo, dove ascolto e coinvolgimento dei collaboratori sono fondamentali.
- Entrare in MIROS significa far parte di un’azienda innovativa in cui le Persone sono al centro della cultura e della strategia aziendale.
- Il nostro team di professionisti, caratterizzato da ambizione e senso di responsabilità, offre un ambiente in cui il tuo contributo può fare la differenza.
- L'OPPORTUNITÀ PROFESSIONALE
- Per il nostro Hub di Milano, cerchiamo 4 persone da inserire nella rete commerciale diretta della Business Unit
- Prestiti Personali & Cessione del Quinto
- Contratto iniziale a tempo determinato, con possibilità di trasformazione in contratto a tempo indeterminato, part-time o full-time.
- Dopo formazione, la risorsa contatterà potenziali clienti generati dal marketing aziendale, proponendo le soluzioni più adatte al loro profilo.
- La risorsa lavorerà in un team orientato al risultato, in un contesto in espansione che valorizza le esigenze professionali e personali dei collaboratori.
- LE TUE SFIDE NEL RUOLO
- Gestione del portafoglio clienti fornito dall’azienda, con possibilità di ampliamento tramite contatti target
- Consulenza telefonica finalizzata alla proposizione commerciale a prospect e clienti
- Formazione continua e confronto con il team e i responsabili
- Feedback costanti per la crescita professionale
- Partecipazione a progetti di ottimizzazione dei processi e delle procedure
I REQUISITI
- Diploma di scuola secondaria e/o laurea universitaria
- Forte orientamento al lavoro per obiettivi e risultati
- Attitudine alla comunicazione e alla proposizione commerciale
- Interesse per il settore finanziario
- Intraprendenza, problem solving, proattività, affidabilità e positività
- Capacità di lavorare in team anche a distanza
- Possesso della certificazione OAM considerato un plus
COSA TROVERAI IN MIROS
- Un’azienda solida, strutturata, con un ambiente di lavoro giovane e dinamico
- Opportunità di smart-working parziale
- Formazione continua tramite la nostra Agos Academy
- Percorsi di carriera personalizzati
- Sistema di valutazione di Performance e Competenze per la crescita
- Impegno concreto su Persone, Ambiente e Sociale
- Tante attività ed eventi per fare squadra e divertirsi
Contratto di lavoro: Tempo pieno, Part-time, Tempo determinato, Tempo indeterminato
Retribuzione: €1.044,16 - €6.750,94 al mese
Benefit:
- Cellulare aziendale
- Computer aziendale
- Formazione professionale
- Orario flessibile
- Rimborso spese di viaggio
Disponibilità: Dal lunedì al venerdì
Retribuzione supplementare:
- Bonus
- Bonus annuale
- Premio di produzione
Abilitazione / Certificazione:
- Iscrizione OAM (Obbligatorio)
SALES SUPPORT - Servizi Finanziari
Oggi
Lavoro visualizzato
Descrizione Del Lavoro
On behalf of our client, independent Asset Management Company, whose funds are currently distributed worldwide, we are looking for a:
SALES SUPPORT – FINANCIAL SERVICES
Fluent in English & Italian
Location: Milano
Job Purpose
The objective of this position is to assist in enhancing and further developing the Italy distribution network. This is done by working as a team with the Head of Country and the local team and by helping to service and develop mutually beneficial relationships with the distribution community, covering all aspects of superior service and support.
Key Responsibilities will be:
Team Support:
- Work with the Head of Country and the local Business Development team to plan work schedule
- Handle incoming calls and act as an entry point for questions from the Italy distribution network
- Coordinate meetings, conferences, conference calls and other business functions
- Quality control and set-up of presentations and other documentation for the business development team
- Generate monthly/quarterly and ad hoc reports for HoC, local team and Management
- Prepare topics for the weekly team meeting to keep all team members informed about recent developments and initiatives relating to client servicing and related CRM subjects
- Update the contact management tool with up-to-date contact information, conversation, activity and meeting notes to allow follow-up action
Marketing & Event Support
- Manage the local marketing material and promotional items stock and arrange for distribution of material for events
- In charge of the local meeting and event organization (Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc.) by keeping the Event Management tool and local event calendar up-to-date while coordinating with local team and Event/Marketing/Product group
- Relationship Management and point of contact for translation service provider, printing and any other local vendor relationship
- Review and proof reading of all marketing, product, press and reporting material into local language
Distribution Network Service
- Demonstrating superior client service skills for all daily tasks
- Ensure expedient and accurate resolution of all incoming requests by distribution network
- Arrange for completion of all incoming requests for information (due diligence, questionnaires) from the distribution network, platforms and research companies with respective departments (RFP/RFI)
- Coordinate the sending of ad hoc and regular reports to the distributors
- Provide service support by using marketing material, fund information and updates
- Promotion of the company web site and services to the distribution network and work with internal departments on respective initiatives
ESSENTIAL REQUIREMENTS:
- At least 3 years of experience in investment management, investment products and financial markets
- Previous investment fund and/or asset management and client service experience required
- Graduate/post-graduate degree in a business related discipline
- Must be bilingual in English and Italian . French would be considered as a plus
- Client Service minded and striving for support excellence
Questa posizione è aperta a candidati di entrambi i sessi (ex L. 903/77) e appartenenti alle categorie protette (ex L. 68/99). I dati personali saranno trattati in conformità al Regolamento Europeo (UE GDPR 679/16)
“ Intermedia Selection, società leader in Italia nella ricerca e selezione di professional e middle management, è presente in Italia con più di 35 consulenti tra gli uffici di Milano e Roma.
Autorizzazione del ministero del lavoro n° 20323/RS”