Investment consultant

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

Descrizione del lavoro

Capital Ressources in Italy is seeking an experienced Investment Consultant to develop new relationships with High-Net-Worth Individuals and attract new assets to the firm. You will lead the end-to-end acquisition process from initial contact to closing, and engage in consultative discussions to match investment objectives with appropriate solutions.

We are looking for an results-driven professional with a strong background in wealth management, investment advisory or financial services, and

Competenze

• Extensive background in wealth management, investment advisory or financial services.
• Proven track record in developing new investor relationships and growing assets under management.
• Strong English communication skills (written and spoken).
• Ability to work independently and manage activity and targets.

Mansioni

• Develop new client relationships with High-Net-Worth Individuals, focusing on investors with significant liquid assets
• Contact and qualify prospects provided by the company and arrange meetings with potential clients
• Conduct consultative discussions to understand clients' investment objectives and present suitable solutions
• Build trust and develop long-term relationships with prospective investors
• Take ownership of the acquisition process from initial contact to conversion of new clients
• Participate in ongoing training covering investment markets and the company’s investment approach

Conoscenze

Experience with HNWIs

New asset acquisition

Business development

Excellent communication

Independent / self-driven

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.