Investment Manager
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Take ownership of your sales pipeline with the backing of a globally recognised investment manager and a consistent flow of quality HNW leads. This is an opportunity for an experienced financial sales professional to focus on what they do best: engaging prospective clients, winning new business and growing assets under management.
You'll have significant flexibility to manage your own day, work remotely and build your earning potential through a highly lucrative commission structure. With qualified opportunities provided by the business and ongoing expansion across Italy, you can spend more time speaking to genuine prospects and less time generating leads from scratch.
What you'll be doing
- Engage with qualified high-net-worth prospects provided by the business.
- Present the firm's investment proposition clearly and confidently.
- Build trust with prospective clients and understand their investment objectives.
- Convert opportunities into new clients and new assets under management.
- Manage your own sales pipeline from initial conversation through to close.
- Maintain momentum with prospects through regular and professional follow-up.
- Transition newly acquired clients to dedicated Relationship Managers once onboarded.
- Represent a globally recognised investment management business as it grows its presence across Italy.
Is this you?
- You are registered as a Financial Adviser in Italy with the OCF and are comfortable operating as an Italian Tied Agent / Partita IVA.
- You have a strong track record of winning new clients, ideally within investment management, wealth management or financial services.
- You are commercially driven, enjoy new-business sales and are motivated by a performance-led earning structure.
What's on offer
- €80k salary plus exceptional commission-based remuneration with significant uncapped earning potential.
- A highly lucrative commission structure.
- A consistent flow of quality, company-generated HNW leads.
- No traditional cold-calling model.
- Fully remote working with high levels of flexibility.
- Freedom to manage your own working day and sales activity.
- The opportunity to represent a globally recognised investment manager expanding across Italy.
- An entrepreneurial Tied Agent structure suited to commercially minded sales professionals.
Desired Skills and Experience
- Investment Management
- Wealth Management
- Financial Adviser
- Consulente Finanziario
- OCF Registered
- High Net Worth Clients
- HNW
- HNWI
- Asset Management
- AUM Growth
- New Business Development
- Client Acquisition
- Investment Sales
- Financial Sales
- Private Clients
- Private Banking
- Investment Products
- Investment Solutions
- Wealth Advisory
- Business Development
- Lead Conversion
- Relationship Building
- Consultative Sales
- Hunter Sales
- New Client Acquisition
- Italian Financial Services Market
- Partita IVA
- Tied Agent
- Remote Sales
- Qualified Leads
- Warm Leads
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