Investment consultant

Capital Ressources; Campania; In loco; EUR 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Capital Ressources in Italy seeks an experienced Investment Consultant to grow our presence with High-Net-Worth Individuals. You will develop new client relationships, qualify prospects, and present investment solutions to attract new assets.

You will conduct consultative discussions, build trust, and own the acquisition process from first contact to conversion, with ongoing training and strong English proficiency. This role is home-based in Italy with uncapped earning potential.

Competenze

• Several years of successful experience working with High-Net-Worth Individuals.
• Proven track record in developing investor relationships and generating assets.
• Strong commercial and business development skills.
• Excellent communication and interpersonal abilities.
• Genuine appetite for client acquisition, prospecting and telephone-based activity.
• Ability to work independently and manage your own activity and targets.
• Strong English skills, both written and spoken.
• OCF certification (OCF).

Mansioni

• 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.

Conoscenze

HNWIs experience

Business development

Communication skills

Independent worker

English proficiency

Sales prospecting

Formazione

OCF certification

Descrizione del lavoro

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?

All applications will be treated with strict confidentiality.