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Relationship Manager - Milan

  • Job type: Permanent
  • Location: Milano, Milan
  • Salary: Negotiable
  • Job reference: 346583/003_1560272261
  • Sector: Asset Management, Selby Jennings
  • Date posted: 11/06/2019

The firm we are representing is a global investment and advisory group specialising in infrastructure projects. They currently have 15 offices globally and are growing rapidly.

They are looking for someone to join them as a Regional Manager in the Milan Region, to work remotely from a home office, using their network of national IFAs and Wholesalers to sell their infrastructure products to.

The aim is to sell fund solutions to Independent Financial Advisers.

Key Accountability's

The role will require excellent client relationship management skills, attention to detail and a meticulous approach to work. Responsibilities include:

  • Developing existing and new relationships with wealth managers, IFAs and private client brokers.
  • Liaising with existing investors and maintaining the client's network of clients and contacts
  • Promoting and fund-raising for their range of offerings
  • Expanding their sales contacts the distribution network for the company offerings, particularly through intermediaries including IFAs, wealth managers and private bank networks
  • A proactive, group-wide ambassador for the business

Knowledge and Experience

  • Educated to at least degree level
  • At least 5 years previous experience of sales and marketing of investment products
  • Proven record of working with intermediaries, including IFAs and private banks
  • Experience of using Microsoft Dynamics CRM (or other CRM systems), Excel and PowerPoint
  • Have prior experience working in Italy

Skills:

  • Pragmatic and practical with excellent communication skills
  • Fast-paced, flexible and resilient
  • Depth of character and gravitas
  • Energy, dynamism, and passion for complex business challenges
  • Organised, rigorous and disciplined
  • Ability to build relationships with internal and external counter parties at every level

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