Private Client Advisor

4 giorni fa

milan, lombardy, Italia Taylor Financial Recruitment Ltd Tempo pieno

Consulente Finanziario.

Senior Private Client Sales – Italian Speaking

£100,000 + Uncapped Bonus

I’m recruiting experienced Private Bankers / Financial Advisers / HNW Sales professionals for a major international investment management firm expanding its private client business across Italy.

This is a pure new business / closing role with a consistent flow of high-net-worth prospects generated by the firm.

No cold calling. No need to bring an existing client book.

The Role

  • Contact HNW prospects provided by the firm
  • Secure and conduct face-to-face meetings
  • Understand clients’ investment objectives
  • Present the investment proposition
  • Convert prospects into new private clients and assets

Essential Requirements

  • OCF registered / qualified as a Consulente Finanziario
  • 5+ years experience advising or selling to affluent / HNW private clients
  • Proven and quantifiable track record of winning new investor business
  • Strong closing ability and demonstrable individual sales performance
  • Highly competitive, entrepreneurial and commercially driven

The Package

£100,000 + uncapped bonus

  • No predefined earnings ceiling
  • HNW prospects supplied
  • No cold calling
  • No requirement to