Relationship Manager Senior Associate
2 mesi fa
Job Summary
We are seeking a skilled Relationship Manager Senior Associate to join our Treasury Services team in Milan, Italy. As an integral member of the sales organization, you will drive growth in the Bank Financial Institution segment and gain hands-on experience working with clients, global teams, and large complex processes.
Key Responsibilities
• Support dedicated Relationship Managers in driving growth within the Financial Institutions segment.
• Craft business strategies and account plans based on research, financial analysis, and product insights.
• Build sales pitches and facilitate product implementation by partnering with global cross-functional support teams.
• Act as the central counterpart for internal and external requests related to KYC reviews.
• Own data quality in CRM systems contributing to our data-driven organization.
• Create ad hoc analyses in Excel to track sales progress and drive value for our clients.
Requirements
• Previous experience in Finance, preferably in Asset Servicing and/or Treasury Services.
• Strong management and organizational skills.
• Adaptability and capability to work in fast-paced environments.
• Ability to handle equally important tasks that drive business growth.
• Experience with Microsoft Office products, especially Excel.
• Proficiency in crafting client stories in PowerPoint based on existing templates.
• Familiarity with a CRM system (e.g., Salesforce, Microsoft Dynamics).
• Ability to draw conclusions from data insights and communicate straightforwardly with the sales team and broader business.
• Familiarity in crafting your own data subsets from large data lakes e.g. in Tableau or Power BI.
• Fluency in English and Italian; French is a plus but not required.
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