Italian Investment Area Sales Executive
2 settimane fa
About the Role
We are seeking an Italian Investment Area Sales Manager to join our team. As a Sales Manager, 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 our firm.
Your Responsibilities
As an Italian Investment Area Sales Manager, you will:
- Qualify and schedule face-to-face appointments with high-net-worth leads.
- Meet with prospective clients to gather new clients and assets for our firm.
- Develop and maintain relationships with existing clients to increase portfolio size and assets under management.
- Conduct market research and analysis to identify new business opportunities and trends.
- Collaborate with cross-functional teams, including portfolio management and client service groups, to ensure seamless client onboarding and relationship management.
Your Requirements
To be successful in this role, you will need:
- A minimum of five years of experience in sales or a related field, preferably in the financial industry.
- Proven track record of success in closing new investor business and growing existing client relationships.
- Italian fluency is essential for this role.
- A strong understanding of financial products and services, as well as the ability to communicate complex information to clients in a clear and concise manner.
- Excellent communication, interpersonal, and negotiation skills.
- A results-driven mindset and a focus on achieving sales targets and growing the portfolio.
About Us
Fisher Investments Europe is a leading investment management firm that offers portfolio management tailored to clients' long-term goals. We have a strong commitment to transparency, simplicity, and client-centricity, and we are passionate about helping our clients achieve their financial goals.
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