Client Servicing & Sales Support Manager

Publicado 13-10-2021

Nordea

Lisboa Lisboa (Publicidade / Marketing)


Job ID: 3796



Would you like to join our Client Servicing department to strenghten our existing team? We are now looking for a Client Servicing & Sales Support Manager - Benelux Desk, Lisbon to support our growing Institutional and Wholesale Distribution. This is an opportunity for you to work in an international and entrepreneurial environment.



At Nordea, we see that the world is changing fast ? and we want to be one step ahead of the curve. That?s why we?re deeply committed to providing the financial solutions of tomorrow to our customers. We?re creating an agile environment where we experiment and grow together ? and we need your ideas and unique background. With us, you?ll be in good company with a chance to make your mark on something bigger.
About this opportunity
Welcome to the IWD Client Servicing Portugal team. We add value by We strive to deliver high-quality client service to our prospects and existing customers. As Client Servicing & Sales Support Manager - Benelux Desk, Lisbon you?ll play a valuable role in supporting our Benelux Sales Team who are located both in Luxembourg and in Belgium.
What you?ll be doing:


  • Generally: develop and maintain relationship with our sales colleagues located in Luxembourg and Belgium and provide them with proactive service;
  • Take care of all requests and queries coming from institutional clients (e.g. international wealth management professionals, private banks, global custodians and execution platforms, retail banking organisations, external asset managers, etc.) in close co-operation with internal stakeholders (e.g. Product Management, Legal department, Fund Data department, Marketing etc.) ;
  • Look after all sales supportive tasks e.g. the planning, organisation and execution of road shows, client events, fairs and mailing campaigns;
  • Co-ordinate client distribution contracts, Operation memorandums and account set ups with the Transfer Agency & Compliance Department;
  • Insure all relevant Fund administration and Transfer Agency related activities and understand the different trailer fee set-ups;
  • Maintain client information in the CRM system, ensuring completeness, accuracy;
  • Occasionally participate at client events.


You?ll join our multi-cultural team that is composed of 25 team members. Following a hub and spoke model, our Wholesale client servicing functions are centralised in Luxembourg for our activities in Europe (ex. Nordic Region) and Latin America. Furthermore, the team is supported in its day-to day-activities by our Client Servicing support team in Lisbon. The role is based in Lisbon.
Who you are
Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best ? and that we imagine you share with us.

To succeed in this role, we believe that you:


  • Have a basic knowledge about the Value chain of Investment Funds and have already had a first experience in the Fund Industry ;

  • Are a self-starter, well organised, multi-tasking with the ability to set priorities and handle problems in a calm and efficient manner ;

  • Have great communication skills and service minded;

  • Are motivated , service-minded, stress resistant who enjoys working in an international, agile environment.



Your experience and background:


  • At least 2 years? experience in a similar position in the Fund Distribution or Asset Management area

  • Fluent Dutch with solid skills in written and spoken English;

  • Proficiency in Word, Excel and PowerPoint; knowledge of Salesforce would be relevant


If this sounds like you, get in touch!


Next steps
Submit your application no later than 15/11/2021.



At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are.


Please be aware that any applications or CVs coming through email or direct messages will not be accepted or considered.