Am Institutional

2 settimane fa


Milano, Italia Credit Suisse A tempo pieno

**Your field of responsibility**

The trainee will be part of the Asset Management Division to carry out support activities to institutional sales function within the Institutional Distribution Team related to the promotion of discretionary mandates and mutual funds/ ETFs Institutional Clients (i.e Pension Funds, Social Securities, Banking Foundations and Insurance)

The trainee, supported by one Institutional Sale will be involved in a number of sales activity, i.e:

- **Assistance to producing RFPs/RFIs/DDQs for Institutional Clients **(mainly Pension Funds, Foundations and Social Security Agencies)** and client presentations**:this involves the coordination with local portfolio managers and risk management and group functions
- Assistance to prepare regular client meeting materials
- **Assistance in daily client activity and maintenance, **Handling properly the incoming client service requestsü **Ensuring the team is on top of agreed follow-ups, including development and maintenance of relevant dashboards/reports**:

- **Maintenance of internal/client’s database**;
- **Reporting to local and global functions**

**Your future colleagues**:
You will join a dedicated team of 11 experts, whose team spirit and dedication to their work guarantees an exiting and dynamic working environment.

The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

**Your skills and experience**
- Undergraduate attending Master’s degree preferably in economics of markets and financial intermediaries
- You have excellent communication skills
- You are collaborative and innovative and have a positive “can-do” attitude
- You are flexible and have multi-tasking approach
- You are a self-starter with the ability to work under pressure and with a strong follow-through skills
- You are a person you can rely on, who puts care and attention into the entrusted activities. Highly accurate with attention to detail
- You are ranked “Advanced” in English;
- Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

LI-CSJOB

**Your new employer**:
Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.


  • Am Client Service

    6 giorni fa


    Milano, Italia Credit Suisse A tempo pieno

    **Your field of responsibility** The trainee will be part of the Asset Management Division to carry out support activities to client service function within the Client Coverage Team related to the promotion of mutual funds/ ETFs toward the three business channels: Wholesale, Retail Distributors, and Institutional Clients The trainee, supported by the Tutor...

  • RFP Manager

    2 settimane fa


    Milano, Italia Hs Mittweida A tempo pieno

    Job Description The RFP Competence Center supports sales and client service efforts of the Product & Distribution team for our distribution business (Institutional, Wholesale and Retail). It is also responsible for creating the documents which articulate Generali Asset & Wealth Management's unique value proposition and brand commitments to clients around...