Investments&wealth Campaign Agent (fixed Term)

ING

Milan, Italy
Hybrid
Contacting profiled clients
Proposing investment solutions
Identifying client needs
The Investments & Wealth Campaign Agent is a key figure responsible for contacting 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 is a key figure responsible for contacting 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 participating in outbound campaign planning, monitoring appointment outcomes, gathering feedback from advisors, and contributing to the continuous improvement of outbound activities.
  • ING offers a stimulating environment within an international innovative digital bank with a flexible smart working model, providing opportunities for professional and personal growth, competitive salaries, performance bonuses, and various well-being initiatives.

Matching Summary

The Investments & Wealth Campaign Agent is a key figure responsible for contacting 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

  • Contacting profiled clients
  • Proposing investment solutions
  • Identifying client needs
  • Scheduling qualified appointments
  • CRM and internal systems usage

Nice-to-have

  • Proactivity and initiative
  • Teamwork attitude
  • Adaptability to dynamic contexts
  • Customer and result orientation

Key Requirements

  • Mifid requirements for investment experience
  • OCF registration (preferential)
  • Experience in commercial roles with phone contact
  • Familiarity with CRM tools and Office suite

Work Rights

Not specified

Tailored Resume

Cover Letter