Private Client Advisor

04 set - Milano
Taylor Financial Recruitment

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.
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