Investment&wealth Campaign Agent

ING

Milan, Italy
Hybrid
Contacting profiled clients
Proposing investment solutions
Identifying client needs
ING is seeking an Investment & Wealth Campaign Agent in Milan to engage with clients and facilitate investment solutions, focusing on understanding their needs and setting appointments with financial advisors. The role is integral to the sales process and involves collaboration with the Commercial Management team to enhance outbound campaigns

Job Summary

  • The Investment & 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.
  • Key responsibilities include making outbound calls to target clients, participating in campaign planning, monitoring appointment outcomes, gathering feedback from financial advisors, and contributing to outbound process improvements.
  • ING offers opportunities for a diverse and rewarding career in an international innovative digital bank with a fully flexible smart working model, a stimulating environment, and a commitment to employee growth and well-being.

Matching Summary

Match Score: 85

ING is seeking an Investment & Wealth Campaign Agent in Milan to engage with clients and facilitate investment solutions, focusing on understanding their needs and setting appointments with financial advisors. The role is integral to the sales process and involves collaboration with the Commercial Management team to enhance outbound campaigns.

Skills & Requirements

Must-have

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

Nice-to-have

  • Customer orientation and results-driven
  • Proactivity and initiative
  • Teamwork attitude
  • Adaptability to dynamic contexts

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