For an international investment management company , we are currently recruiting an experienced Investment Consultant to support the company's growing presence in Italy.

This is a highly commercial and entrepreneurial opportunity, focused on developing new relationships with High-Net-Worth Individuals (HNWIs) and attracting new assets to the firm.

Your role

- Develop new client relationships with High-Net-Worth Individuals, with a focus on investors holding significant liquid assets
- Contact and qualify qualified prospects provided by the company and arrange meetings with potential clients
- Conduct consultative discussions to understand clients' investment objectives and present appropriate investment solutions
- Build trust and develop long-term relationships with prospective investors
- Take full ownership of the acquisition process, from the initial contact through to the conversion of new clients
- Participate in ongoing training covering investment markets, the company's investment approach and commercial development

We are looking for an experienced and results-driven professional with a strong background in wealth management,



investment advisory or financial services .

You should ideally have

- Several years of successful experience working with High-Net-Worth Individuals
- A proven track record in developing new investor relationships and generating assets under management
- Strong commercial and business development skills
- Excellent communication and interpersonal abilities
- A genuine appetite for client acquisition, prospecting and telephone-based activity
- The ability to work independently and manage your own activity and targets
- Strong English skills, both written and spoken
- OCF certification

What the opportunity offers
- Ongoing training and professional development
- Attractive compensation package with uncapped earning potential
- Opportunity to join an international and fast-growing investment management environment

Location: Italy – Home-based Sector: Investment Management / Wealth Management

Interested?

Please apply with your CV or contact us directly for further information. All applications will be treated with strict confidentiality.

📌 Investment consultant (Roma)
🏢 CAPITAL RESSOURCES
📍 Roma