Investment Consultant

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.