04 ago
|
Edmond de Rothschild
|
Milano
04 ago
Edmond de Rothschild
Milano
ph3Job Description /h3 h3About the role /h3 pThe successful candidate will be a key commercial resource for EDRAM in Italy, working closely with financial advisors, private bankers and wealth managers to promote our product range and grow assets under management. This is a hands-on, field-oriented role with frequent travel across Italy to attend client events and conventions. /p h3Key responsibilities /h3 ul liDevelop and manage daily relationships with financial advisors, private bankers and retail distributors to drive sales of EDRAM products. /li liPrepare, update and deliver market and product presentations tailored to client needs, ensuring high commercial relevance and compliance with EDRAM materials. /li liPlan and attend client events, roadshows and conventions throughout Italy to build brand awareness and support business development. /li liManage the marketing budget allocated to retail distribution according to EDRAM guidelines to maximise brand penetration and support AUM growth. /li liSupport mid- and lower-tier fund-of-funds and discretionary portfolio managers, and maintain partnerships with insurers that sell investment-linked policies. /li liWork closely with product, marketing and compliance teams to ensure consistent messaging and adherence to internal and regulatory standards. /li liTrack sales pipeline, report results and provide market feedback to inform commercial strategy.
/li /ul h3Profile / Requirements /h3 ul liMid-level sales professional with proven experience (typically 3-7 years) in fund distribution, wealth management or institutional sales within the Italian market. /li liStrong network and experience working with financial advisors, private bankers and retail distributors. /li liExcellent presentation and communication skills; client-facing experience essential. /li liFluent in Italian and English; French is a plus. /li liProficient in Microsoft Office (PowerPoint and Excel essential). /li liEntrepreneurial mindset, highly results-oriented, proactive and able to work independently in the field. /li liWillingness to travel frequently across Italy. /li /ul h3What we offer /h3 ul liA visible commercial role within a recognised international asset management group. /li liDirect impact on brand penetration and AUM growth in the Italian market. /li liCollaborative environment with direct access to product and marketing teams. /li /ul pThe Edmond de Rothschild Group values and is committed to inclusion and diversity in all its forms, as factors of sustainable performance and well-being at work. /p pIf you do not hear from us within the next three weeks, please assume that we will not be proceeding further with your application. /p /p #J-18808-Ljbffr
📌 SALES REPRESENTATIVE ASSET MANAGEMENT (Milano)
🏢 Edmond de Rothschild
📍 Milano