🚀 The Role

The Commercial Advisor / Investment Advisor will play a strategic role in the development of commercial activities, leveraging a personal client portfolio and well-established professional relationships.

Key responsibilities:

• presenting the investment solutions to their own portfolio of clients and investors
• developing opportunities with professional investors and high-net-worth clients
• directly managing the commercial and advisory relationship with end clients
• collaborating with financial advisors, brokers, family officers, and advisory firms
• coordinating with the internal team on technical, operational, and analytical matters
• actively contributing to the development of the commercial and distribution model

The role is focused on long-term value creation, rather than short-term sales activity.

Ideal Profile

We are looking for a senior professional with solid experience in the financial sector and an existing client base.

The ideal candidate:

• has a personal portfolio of active clients
• is interested in expanding their offering with innovative solutions, consistent with market evolution

What We Offer

• a fixed compensation component to support professional continuity
• a significant variable component, linked to results and business development