Descrizione dell'offerta
For an international
investment management company , we are currently recruiting an experienced
Investment Consultant
to support the company's growing presence in Italy.
Tutti i potenziali candidati sono incoraggiati a leggere l'intera descrizione del lavoro prima di candidarsi.
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. xpavfwm All applications will be treated with strict confidentiality.
investment management company , we are currently recruiting an experienced
Investment Consultant
to support the company's growing presence in Italy.
Tutti i potenziali candidati sono incoraggiati a leggere l'intera descrizione del lavoro prima di candidarsi.
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. xpavfwm All applications will be treated with strict confidentiality.
Candidatura e Ritorno (in fondo)
Ricevi annunci simili
Inserisci la tua email: ti avvisiamo quando escono nuovi annunci corrispondenti.
✅ Controlla la tua email e clicca il link per confermare l'alert.
Nessun account necessario. Disiscrizione con un clic dall'email.