The 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.
Key responsibilities
- Develop and manage daily relationships with financial advisors, private bankers and retail distributors to drive sales of EDRAM products.
- Prepare, update and deliver market and product presentations tailored to client needs, ensuring high commercial relevance and compliance with EDRAM materials.
- Plan and attend client events, roadshows and conventions throughout Italy to build brand awareness and support business development.
- Manage the marketing budget allocated to retail distribution according to EDRAM guidelines to maximise brand penetration and support AUM growth.
- Support mid- and lower-tier fund-of-funds and discretionary portfolio managers,
and maintain partnerships with insurers that sell investment-linked policies.
- Work closely with product, marketing and compliance teams to ensure consistent messaging and adherence to internal and regulatory standards.
- Track sales pipeline, report results and provide market feedback to inform commercial strategy.
Profile / Requirements
- Mid-level sales professional with proven experience (typically 3-7 years) in fund distribution, wealth management or institutional sales within the Italian market.
- Strong network and experience working with financial advisors, private bankers and retail distributors.
- Excellent presentation and communication skills; client-facing experience essential.
- Fluent in Italian and English; French is a plus.
- Proficient in Microsoft Office (PowerPoint and Excel essential).
- Entrepreneurial mindset, highly results-oriented, proactive and able to work independently in the field.
- Willingness to tr
📌 SALES REPRESENTATIVE ASSET MANAGEMENT (Milano)
🏢 Edmond de Rothschild
📍 Milano
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