Client Service Senior Analyst – Corporate Bank - Milan (f/m/x)

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security. 

Trust and Securities Services (Corporate Trust) in Italy provides Trustee and Agency services to Corporate and Financial Institution issuers for short and long-term debt issuances and financings, with a focus on structured finance, conventional debt, project finance and specialized services such as business escrows.

Responsibilities

• Manage a diverse portfolio of existing ABS/Bond/Project Finance/Escrow transactions.
• Manage a dedicated client base, with a view to enhance existing relationships through improved service and develop a service model and reputation that attracts new clients.
• Support the implementation process of new deals, including internal/external set up and documentation review, in conjunction with internal Teams and various external counterparties involved (Euronext Milan, Bank of Italy, Law Firms and Rating Agencies).
• Deal with external and internal stakeholders to efficiently and effectively serve TSS Corporate Trust clients.
• Oversee the completion of client onboarding/KYC packs procedures for both new clients and existing clients, in case of KYC reviews.
• Execute of cash and securities instructions to be actioned by Operations in relation to existing transactions.
• Prepare and distribute Investor Reports to clients within the timeframe stated in the transaction documents.
• Monitor compliance tests and trigger events, within the timeframe set out in transactions documents.
• Monitor Fee Billing activity.
• Timely escalation of clients queries.

Skills

• 4/6 years of experience in similar role.
• Able to join and onboard quickly and establish positive relationships with the team.
• Resilient to fast paced environment, able to work well under pressure.
• Good communication and negotiation skills.
• Personal development attitude.
• Ability to contribute to the success of the team.
• Computer skills: Microsoft Office Suite (Excel,PowerPoint).
• Proficiency in English is a must.

Well-being & Benefits

Emotionally and mentally balanced: We encourage work-life balance and we are committed to provide an environment with your development and wellbeing at its centre. We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. We promote a culture where you can openly speak about mental health (Personal Support Line).

Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing an insurance coverage and welfare benefits.

Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being; we organize conferences, webinar and networking opportunities to share diversity, equity and inclusion contents.

Financially secure: We support you to meet personal financial goals during your active career and for the future. Benefit from meal allowance, Pension Fund, Welfare Plan, banking services for employees.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.