03 set - Italia
Altro
Job Description
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.
Wh
04 set - Alessandria
Febal Casa
04 set - Mantova
Febal Casa
04 set - Roma
Altro
04 set - Novara
Febal Casa