Job Purpose:

  • Company launched the first ETFs in Europe in 2017 focussing on Smart Beta strategies but also looking at Active ETFs and plain-vanilla building blocks to give investors a panel of solutions depending on their objectives
  • This new initiative for company’s business is one which they are deeply committed to make a success
  • This is a newly created position based in Milan (Italy) will focus on leveraging our relationships at Franklin to sell ETF proposition to existing clients but also to identify pure ETF buyers.

Your Responsibilities:

  • Be the ambassador of our ETF business in Italy and other Italian speaking territories
  • Define initial target segment and prospects whilst working closely with the Sales Team
  • Build strong relationships with the existing Sales Teams in the Milan office ensuring smooth communication about any aspect of our ETF business
  • Initiate and manage relationships with prospects and relevant segment intermediaries; this will include hosting and attending meetings to manage all aspects of an opportunity and the qualification process in partnership with the existing Sales Teams
  • Maintain and ensure a high degree of accuracy of prospect information and sales activity on the CRM system
  • Define which industry events and in-house ones would support the ETF initiative in your local market – attend and represent the firm at those chosen events
  • Ensure full compliance with regulatory requirements
  • Ensure that channels of communication are open between the various teams, e.g. product management, sales, marketing, capital markets in the various geographies
  • Build awareness around our ETF initiative both internally by training existing team and externally by building our profile with clients, journalists and at industry events
  • Demonstrate initiative in the effort to develop and improve sales and marketing materials (i.e. pitch books, presentations and other sales materials).

Skills and Qualifications:

  • Bachelor’s degree ideally within the field of Finance and/or economics or equivalent work experience
  • Significant industry experience in the ETF field required
  • Ideally CFA or equivalent qualification
  • Strong understanding of the financial market in Italy, preferably around Asset Managers, Family Offices, Banks, Discretionary Managers, Insurance Companies
  • Able to demonstrate knowledge of consultative selling skills and an ability to work alongside existing Sales Teams
  • Good working knowledge of the investment industry and investment management techniques
  • Excellent verbal and written Italian and English communication skills
  • Desire and ability to network and leverage opportunities within market
  • Ability to navigate complex organisations on multi levels / geographies and build internal networks
  • Results focused and a self-starter
  • Strong team player with the ability to use own initiative
  • A limited amount of travel may be required.

Source: for more information click here.

Share: