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