SENIOR CLIENT ADVISOR RETIREMENT ITALY

The Role

SENIOR CLIENT ADVISOR RETIREMENT ITALY

 

In WTW we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help to sharpen the strategy, enhance organizational resilience, motivate the workforce and maximize performance.

The Senior Client Advisor will lead projects in Retirement Business in Italy.

The role is suitable for candidates with previous experience as Business Development Manager, Sales Manager, Client Executive, Sales Executive.

 

Experienced middle manager with 5 to 10 years in the retirement business, specializing in both Defined Contribution (DC) and Defined Benefit (DB) plans. Proven track record in retirement sales, benefits audit, benchmarking, and wellbeing programs. Deep knowledge of the Italian retirement and healthcare market, coupled with strong accounting skills and advanced proficiency in Excel, PowerPoint, and data analytics. Demonstrates exceptional leadership skills, representing the company and business in the market.

The candidate will:

• be part of a team to deliver comprehensive retirement solutions, including DC and DB plans.
• Conducted benefits audits and benchmarking to ensure competitive and compliant offerings
• Developed and implemented wellbeing programs to enhance employee engagement and satisfaction.
• Managed client relationships, driving sales and ensuring high levels of customer satisfaction.
• Represented the company in the market, developing business activities and fostering strong client relationships.
• Utilized advanced Excel and data analytics to analyze retirement plan performance and provide actionable insights.
• Prepared and delivered presentations using PowerPoint to communicate complex information to stakeholders.
• Collaborated with other businesses in the country to enhance company presence and drive growth. 

The Requirements

 

• Leadership and Market Representation
• Business Acumen and Market Development
• Client Management
• Collaboration and Interpersonal Skills
• Retirement Sales (DC and DB)
• Benefits Audit and Benchmarking
• Wellbeing Programs
• Italian Retirement and Healthcare Market
• Accounting and Financial Analysis
• Advanced Excel and PowerPoint
• Data Analytics

 

The Education

• Bachelor’s degree in accounting/finance/business administration
• Certifications in Retirement Planning, Data Analytics, or related fields

 

The Languages 

• Fluent in Italian and English

 

The Location 

• Milan

 

 We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com”