Aegis FSI is a recruiter specialised in search and selection of professionals and managers in the Finance, Banking and Insurance market. On behalf of an international asset manager, we are looking for a:

Retail Sales

The ideal candidate owns a bachelor's or higher degree in economic/financial subjects and at least 3 years of experience as Sales Support, Junior Retail Sales or Junior Portfolio Manager within the Investment Management area or as an Assistant Private Banker, Portfolio Manager, or Investment Advisor.

Main responsibilities:

  • managing relationships with existing or potential clients;
  • managing Professional Investors, responding to their queries, preparing and sending required presentations and prospectus material, filling and translating RFP, providing overall support to their requests, drafting internal and external documents.

Requirements:

  • knowledge of investment processes and funds;
  • solid relationship skills and proven linguistic and communication skills;
  • ability to communicate with people from different cultural backgrounds;
  • solid client-oriented approach;
  • highly motivated, self-confident, disciplined and team oriented;
  • familiar with Windows and Office applications;
  • fluency in English is mandatory;
  • Bloomberg is a nice to have;
  • availability to travel.

 

Location: Milan

 

Aegis guarantees equal opportunities (L. 903/77) - Aegis Srl, AUT. MIN. Prot. 26543 D. Lgs 276/03.

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Aegis guarantees equal opportunities (L. 903/77) - Aegis Srl, AUT. MIN. Prot. 26543 D. Lgs 276/03