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

Pronto/a a candidarsi? La preghiamo di leggere la descrizione almeno una volta prima di fare clic su "Candidati".

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.

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

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 .

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 xrdztoy 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

Ongoing training and professional development

Opportunity to join an international and fast-growing investment management environment

Italy – Home-based

Investment Management / Wealth Management

📌 DB Investment Consultant (Permanent) (Gallicano Nel Lazio)
🏢 CAPITAL RESSOURCES
📍 Gallicano Nel Lazio