Investments&wealth Campaign Agent (fixed Term)

ING

Milan, Italy
Hybrid
Investment and wealth management products knowledge
Crm and office tools familiarity
Outbound campaign planning and execution
The Investments & Wealth Campaign Agent will contact profiled bank clients to propose investment and Wealth Management solutions, aiming to identify client needs and schedule qualified appointments with financial advisors

Job Summary

  • The Investments & Wealth Campaign Agent will contact profiled bank clients to propose investment and Wealth Management solutions, aiming to identify client needs and schedule qualified appointments with financial advisors.
  • Key responsibilities include making outbound calls to target clients, participating in outbound campaign planning, monitoring appointment outcomes, and providing structured feedback to management.
  • ING offers a flexible smart working model, competitive salaries, performance-based bonuses, and opportunities for professional growth in an international and innovative environment.

Matching Summary

The Investments & Wealth Campaign Agent will contact profiled bank clients to propose investment and Wealth Management solutions, aiming to identify client needs and schedule qualified appointments with financial advisors.

Skills & Requirements

Must-have

  • Investment and Wealth Management products knowledge
  • CRM and Office tools familiarity
  • Outbound campaign planning and execution
  • Client needs identification
  • Appointment setting for financial advisors

Nice-to-have

  • Proactive and team-oriented attitude
  • Adaptability to dynamic environments
  • Customer and results orientation

Key Requirements

  • Mifid requirements for investment experience
  • OCF registration (preferential)
  • Commercial roles with phone contact experience

Work Rights

Not specified

Tailored Resume

Cover Letter