Sales Executive - Italy
- Milan
- Full-time
- Client Relationship Management
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The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.
Role Overview
We are looking for a talented professional in our Italian office to provide high quality sales support to European Wholesale intermediary clients and Sales Managers. Acting as the interface between the European Wholesale sales team and other areas of the business including Marketing, Operations, Client Service and Fund Management, in order to seek timely resolution to client queries.
What you'll be doing
- Contributing to sales activity by co-ordinating meetings, emails and client follow ups. Being proactive in identifying sales opportunities and communicating these to the Investment Sales Managers
- Providing dedicated sales support to investment/sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity
- Providing consolidated information obtained from category management, marketing, fund operations, client servicing and fund management areas to the sales team for use in the sales process..
- Acting as a conduit between the sales team and the above areas of L&G, ensuring the demands of the sales effort are delivered satisfactorily.
- Providing high quality support to intermediaries dealing with technical queries both pre and post sale by responding to all inbound client queries
- Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s TCF policy and that customer feedback is passed to the relevant areas
- Maintaining a detailed level of knowledge of L&G Investments unit trust, S/ICAV and ETF ranges and the investment philosophy and process and be able to communicate this to clients and Sales Managers
- Monitoring the customer experience, ensuring that customers are treated fairly in line with L&G’s TCF policy and that customer feedback is passed to the relevant areas
- Ideally the role holder will be degree qualified and have an investment qualification e.g. IMC
- Communication skills: Ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries
- Industry knowledge: A high level of understanding of the distribution and Fund Management environment within the Asset Management industry
- Experience or knowledge of Wholesale Markets, Client Service and Relationship Management
When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution, and give you access to some great benefits.
Great news! We will let you know when a new job like this has been added!
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