SALES REPRESENTATIVE ASSET MANAGEMENT

04 ago - Milano
Edmond de Rothschild

About the role 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 travel frequently across Italy.

What we offer
- A visible commercial role within a recognised international asset management group.
- Direct impact on brand penetration and AUM growth in the Italian market.
- Collaborative environment with direct access to product and marketing teams.

The 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. If you do not hear from us within the next three weeks, please assume that we will not be proceeding further with your application.

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