Informazioni generali
Entità
CACEIS est la filiale d'asset servicing des groupes Crédit Agricole et Santander, dédiée aux sociétés de gestion, compagnies d'assurance, fonds de pension, banques, fonds de private equity et real estate, brokers et grandes entreprises.
Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs.
Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux.
En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.
Riferimento
2025-95563
Data di pubblicazione
13/01/2025
Descrizione dell'incarico
Funzione aziendale
Tipo di Funzione Crédit Agricole S.A. - Commerciale / Customer Service
Job Title
Sales Executive M/F
Contratto
Tempo indeterminato
Data prevista per l'ingresso
03/03/2025
Posizione da Responsabile
No
Executive / Non executive
Cadre
Mission del ruolo
The Sales Executive is responsible for managing commercial relationships with CACEIS clients. He/she will be in charge of developing CACEIS business by recruiting new clients and negotiating commercial agreements (estimates, contracts). His/her efforts focus on the CACEIS target market segments to whom he/she offers a comprehensive or partial, multi-product service. He/she also ensures the respectability of clients when entering into a relationship and onboarding and is therefore responsible for assessing inherent risks and the completeness of KYC files.
As a Sales Executive you will have the opportunity to actively participate in the following missions and activities:
Prospecting for new clients:
- Define the target clients to recruit depending on the commercial strategies and orientations and according to internal policies
- Solicit new clients by proposing a comprehensive or partial, multi-product range
- Perform the watch and the necessary analyses for assessment of first-level risks relating to the client in accordance with the standards and procedures applicable within CACEIS
Supervision of the coordination of preparation of agreements concerning the business relationship:
- Check the completeness and consistency of documents received
- Ensure the legal, ethical and operational feasibility of the set-up negotiated with the client
- Initiate onboarding of the new relationship and pass on to the relevant teams all documents and information necessary to provide the services sold
Sales representation of CACEIS:
- Represent CACEIS externally and internally
- Participate in events (conferences, seminars, trade shows, etc.) in the world of Asset Servicing in order to raise the profile of CACEIS.
Sede di lavoro
Area geografica
Europa, Italia, Lombardia, Milano
Sede di lavoro
Palazzo dell'Informazione - Piazza Cavour, 2 20121 Milano
Criteri candidato
Livello minimo richiesto d'istruzione
Laurea magistrale/specialistica (5 anni)
Formazione richiesta
Livello minimo richiesto di esperienza
3-5 anni
Tipo di esperienza
- Experience in the role of Sales Executive or equivalent in the financial sector preferably with knowledge of fund management and administration and Depositary Bank
- Knowledge in Compliance and Regulation
- Ability to support and manage the customer independently in the different target markets (Italy, Luxembourg, France and UK)
- Ability to manage potential customer needs with the aim of business development and growth
- Ability to manage daily operations with the customer to consolidate the relationship
- Availability for any trips within the national and international territory, according to business needs
Caratteristiche personali
- Cooperation, Team works
- Being organised
- Diplomacy
- Autonomy/proactiveness
- Ability to analyse and summarise
Competenze tecniche
- Excellent knowledge of Office tools notably Excel and Power Point
Lingue
Excellent English - French a plus