Interim Investment Associate
Pubblicato il 15-09-2026 - CAPITAL RESSOURCES in Roma
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. 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 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