Investment consultant

16 set - Frosinone
CAPITAL RESSOURCES

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.

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