European Portfolio Growth Manager
2 settimane fa
About Us:
Expuri Aps is a leading investment management company that offers tailored portfolio management to clients' long-term goals. Our client assets are held at recognized European custodians and managed by our team in the United States.
Award-Winning Organization: In six consecutive years, we have been awarded Top-Rated Adviser in the Financial Times and Fisher Investments Europe has been awarded Wealth Manager of the Year in ADVFN.
We continue to grow and expand rapidly in Europe, including Italy, which is why we are seeking talented Sales Managers.
About the Role: As an Italian Investment Area Sales Manager (tied agent), you will be responsible for calling high-net-worth leads, qualifying and scheduling face-to-face appointments, and meeting with prospective clients to gather new clients and assets for the firm.
This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships.
- Consistent and quantifiable individual sales success within financial products
- Minimum of five years of success selling to high net worth individuals
- Quantifiable track record in closing new investor business
- Italian fluency essential
About the Benefits: We offer a highly lucrative compensation structure within an entrepreneurial setting. There is no max cap on bonus. You will work as an independent contractor (tied agent) selling to high net worth individuals, focusing on bringing on new wealthy private clients. Our organization has a long history of managing global investments and helping people reach their long-term goals and objectives.
What Are the Traits of Successful Salespeople?- Strong competitive drive; plays to win and has desire to be #1
- Goal-oriented and results-focused;
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