Senior Associate, Advisory Sales Executive
19 ore fa
Senior Associate, Advisory Sales Executive Job Description Senior Associate, Advisory Sales ExecutiveAt BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.About BNY Investments:BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.We’re seeking a future team member for the role of Advisory Sales Executive to join BNY Investments Italy. This role is located in Milan, Italy.(LGR1)The purpose of the role is to attract and retain clients and revenues in the territories allocated to the individual for coverage through representation of all investment products and strategies offered by BNY Investments.In this role, you’ll make an impact in the following ways:Drive client engagement in Italy by identifying prospects, managing client visits/calls, and deepening relationships with retail distributors.Present BNY Investment's capabilities and investment solutions at client meetings and public events.Coordinate internal resources to deliver consistent materials and bespoke presentations for pitches and conferences.Maintain accurate client segmentation, product alignment plans, and record all activity in Salesforce.Ensure compliance with regulatory, risk management, and business continuity requirements while supporting revenue and operational goals.To be successful in this role, we’re seeking the following:Strong client relationship management and sales execution skills, with experience in retail distributor networks.Excellent knowledge of asset management industry and BNY' financial products.Proven ability in project management, problem-solving, and creating tailored solutions.Effective communication and presentation skills, including public speaking at events.Familiarity with major Italian distributors (e.g., Fideuram, Intesa Sanpaolo PB, Allianz
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Milan, Italia Banche e finanza A tempo pienoA leading global financial services company is seeking a Senior Associate, Advisory Sales Executive in Milan, Italy. This role focuses on attracting and retaining clients for BNY Investments. Key responsibilities include driving client engagement, presenting investment solutions at public events, and ensuring compliance with regulatory standards. Ideal...
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Senior Advisory Sales Executive, Investments – Italy
2 settimane fa
Milan, Italia Altro A tempo pienoA leading financial services firm is seeking a Vice President, Advisory Sales Executive to attract and retain clients in Milan, Italy. This role involves driving client engagement, presenting investment solutions, and maintaining compliance with regulations. Ideal candidates will have strong sales execution skills, experience in retail distributions, and a...
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Vice President, Advisory Sales Executive, BNY Investments
2 settimane fa
Milan, Italia Altro A tempo pienoVice President, Advisory Sales Executive, BNY InvestmentsJoin us as a Vice President, Advisory Sales Executive at BNY Investments, based in Milan, Italy. The role focuses on attracting and retaining clients and revenue in designated territories through representation of all investment products and strategies offered by BNY Investments.ResponsibilitiesDrive...
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Vice President, Advisory Sales Executive, BNY Investments
1 settimana fa
Milan, Italia Altro A tempo pienoVice President, Advisory Sales Executive, BNY Investments Join us as a Vice President, Advisory Sales Executive at BNY Investments, based in Milan, Italy. The role focuses on attracting and retaining clients and revenue in designated territories through representation of all investment products and strategies offered by BNY Investments.ResponsibilitiesDrive...
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