About YELDO

YELDO is a fast-growing fintech start-up in the real estate investment space. We offer direct access to institutional-grade real estate investments via our digital platform www.yeldo.com

Our mission is to deliver the best online real estate investing experience by bringing access, transparency, and simplicity to invest in an asset class that has been historically available only to the few.

Role summary

This position within the Investor Relations team will allow you to work on growing and managing YELDO's investor network, playing a critical role in the development of YELDO distribution team.

You will join as one of our first relationship management team members and report directly to YELDO's MD of Distribution.

We are seeking a high caliber Relationship Manager with a proven expertise in investment products, who can manage existing B2C clients (HNWI, UHNWI) and B2B clients (family office, asset manager, institutional) and with a tested network to accelerate our growth. If you believe you have what it takes to help grow YELDO, join our high-energy team to drive exponential growth and change the established real estate investment industry, we'd love to hear from you.

Profile description

The perfect candidate has an in-depth understanding of structured investments and can explain complex financial information clearly. As a Relationship Manager, you must be excellent at sales and negotiations, you need to be able to develop trusted relationship with our clients, understand their investment needs and present to them investment solutions. In addition, you must have an experienced network of existing contacts with family offices and asset managers.

Our day-to-day is challenging and fast evolving, that's why we're looking for passion, motivation, and a strong attitude to achieve your goals: you’ll be asked to be effective in problem solving, be autonomous in execution and share your work with the team, always having a positive and altruistic attitude.

Main responsibilities

• Foster current relationships with existing investors (UHNWI, HNWI, family offices)
• Support investors growth with a focus on Italy and Switzerland
• Make and give presentations to clients and internal management
• Negotiate contract terms with clients and communicate with stakeholders
• Support identification and creation of client acquisition strategies
• Actively seek new potential investors (UHNWI, HNWI, family offices)
• Support marketing team to develop investment materials, organize events and market YELDO externally
• Gather useful information from customer and competitor data
  

Requirements

• Minimum of 1-2 years of experience in investor relations, account management or sales
• Excellent communication skills, both verbal and written
• Knowledge of PowerPoint and ability to create effective presentations
• Knowledge of CRM softwares
• Strong attention to detail, ability to prioritize and self-organize tasks
• Fluent in English, written and spoken
• Knowledge of French and/or German is a strong plus

Nice to have

• Strong analytical skills and good knowledge of Excel
• Knowledge of financial services and products, strong understanding of basic financial instruments (mezzanine, preferred equity, ROI, IRR)

Other important things to know

Location: Milan, Italy and as a start-up we like remote working!

Training: a training budget will be available for your personal development both for soft and hard skills development, useful for reaching your objectives and YELDO’s objectives.

Contract: Full-time position with permanent contract.

Benefits and perks: We offer an incentive plan related to personal and company results

Application and selection process

Application via Corporate website.

We strive for the whole process to last 3 weeks from the first interview.

At YELDO, inclusion, equity, and diversity are critical in achieving our goals of access, transparency, and liquidity in the real estate investment space. Our team differences are the special ingredients that make us better able to compete. Come join us!