Investment consultant (Italia)

Investment consultant (Italia)

13 set
|
CAPITAL RESSOURCES
|
Italia

13 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 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 Managem

📌 Investment consultant (Italia)
🏢 CAPITAL RESSOURCES
📍 Italia

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