Private Client Advisor
Pubblicato il 05-09-2026 - Taylor Financial Recruitment in Medolago
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 premio
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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