Investment consultant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7y14f6

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 :

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- 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:

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- 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

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- 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? xysqume

All applications will be treated with strict confidentiality.

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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7y14f6