Investment Consultant (Italia)

Investment Consultant (Italia)

12 set
|
CAPITAL RESSOURCES
|
Italia

12 set

CAPITAL RESSOURCES

Italia

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 assetsContact and qualify qualified prospects provided by the company and arrange meetings with potential clientsConduct consultative discussions to understand clients' investment objectives and present appropriate investment solutionsBuild trust and develop long-term relationships with prospective investorsTake full ownership of the acquisition process, from the initial contact through to the conversion of new clientsParticipate in ongoing training covering investment markets, the company's investment approach and commercial developmentWe 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 IndividualsA proven track record in developing new investor relationships and generating assets under managementStrong commercial and business development skillsExcellent communication and interpersonal abilitiesA genuine appetite for client acquisition, prospecting and telephone-based activityThe ability to work independently and manage your own activity and targetsStrong English skills, both written and spokenOCF certificationWhat the opportunity offersOngoing training and professional developmentAttractive compensation package with uncapped earning potentialOpportunity to join an international and fast-growing investment management environmentLocation: Italy – Home-basedSector: Investment Management / Wealth ManagementInterested?Please apply with your CV or contact us directly for further information. All applications will be treated with strict confidentiality.

📌 Investment Consultant (Italia)
🏢 CAPITAL RESSOURCES
📍 Italia

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