17 set - Viterbo
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 developmentWe 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 certificationWhat 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 environmentLocation: Italy – Home-basedSector: Investment Management / Wealth ManagementInterested?Please apply with your CV or contact us directly for further information. All applications will be treated with strict confidentiality.
19 set - Racines
Soluzione Lavoro Turismo
19 set - Ascoli Piceno
Altro
19 set - Milano
Linkedin
19 set - Ravenna
agap2 Italia