Investment consultant

CAPITAL RESSOURCES; Roma; In loco; EUR 60.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Uncapped earning potential

Ongoing training

Descrizione del lavoro

CAPITAL RESSOURCES is recruiting an experienced Investment Consultant to support growth in Italy, focusing on High-Net-Worth Individuals and attracting new assets to the firm.

The role emphasizes wealth management expertise, relationship building, and a consultative sales approach, with uncapped earning potential in a fast-growing international environment.

Competenze

• Extensive experience with High-Net-Worth Individuals.
• Proven track record in attracting assets and growing AUM.
• Strong commercial and business development skills.
• Excellent communication and interpersonal abilities.
• Self-driven with ability to meet targets.
• Fluent English, written and spoken.
• OCF certification is required.

Mansioni

• Develop new client relationships with High-Net-Worth Individuals.
• Contact and qualify prospects provided by the company and arrange meetings.
• Conduct consultative discussions to understand investment objectives and present solutions.
• Build trust and develop long-term relationships with prospective investors.
• Take ownership of the acquisition process from first contact to conversion.
• Participate in ongoing training covering investment markets and commercial development.

Conoscenze

Wealth management

Business development

Client acquisition

Relationship building

Communication skills

Prospecting

Telephone-based sales

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