Investment consultant

13 set - Pisa
CAPITAL RESSOURCES

pFor an international binvestment management company /b, we are currently recruiting an experienced bInvestment Consultant /b to support the company's growing presence in Italy. /ppbr/ppThis is a highly commercial and entrepreneurial opportunity, focused on developing new relationships with bHigh-Net-Worth Individuals (HNWIs) /b and attracting new assets to the firm. /ppbr/ppYour role : /pulliDevelop new client relationships with High-Net-Worth Individuals, with a focus on investors holding significant liquid assets /liliContact and qualify qualified prospects provided by the company and arrange meetings with potential clients /liliConduct consultative discussions to understand clients' investment objectives and present appropriate investment solutions /liliBuild trust and develop long-term relationships with prospective investors /liliTake full ownership of the acquisition process, from the initial contact through to the conversion of new clients /liliParticipate in ongoing training covering investment markets, the company's investment approach and commercial development /li /ulpbr/ppWe are looking for an experienced and results-driven professional with a strong background in bwealth management, investment advisory or financial services /b.



/ppbr/ppYou should ideally have: /pulliSeveral years of successful experience working with High-Net-Worth Individuals /liliA proven track record in developing new investor relationships and generating assets under management /liliStrong commercial and business development skills /liliExcellent communication and interpersonal abilities /liliA genuine appetite for client acquisition, prospecting and telephone-based activity /liliThe ability to work independently and manage your own activity and targets /liliStrong English skills, both written and spoken /lilibOCF certification /b /li /ulpbr/ppWhat the opportunity offers /pulliOngoing training and professional development /liliAttractive compensation package with buncapped earning potential /b /liliOpportunity to join an international and fast-growing investment management environment /li /ulpbr/ppbLocation: /b Italy – Home-based /ppbr/ppbSector: /b Investment Management / Wealth Management /ppbr/ppbInterested? /b /ppPlease apply with your CV or contact us directly for further information. All applications will be treated with strict confidentiality. /p

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