Investment consultant
Pubblicato il 15-09-2026 - CAPITAL RESSOURCES in Venezia
For an international investment management company, we are currently recruiting an experienced Investment Consultant to support the company's growing presence in Italy.
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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 w