04 set - Lombardia
Taylor Financial Recruitment
Consulente Finanziario.
? Senior Private Client Sales – Italian Speaking
? £100,000 + Uncapped Premio
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 transfer an existing client book
❌ No ongoing portfolio administration or servicing
This is a particularly strong opportunity for someone who loves the commercial side of wealth management and wants to spend their time winning clients rather than managing an existing book.
? Message me confidentially for more information.
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