Private Client Advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7qe6vj

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Consulente Finanziario.
Senior Private Client Sales – Italian Speaking
£100,000 + Uncapped Bonus
I'm recruiting experiencedPrivate Bankers / Financial Advisers / HNW Sales professionalsfor a major international investment management firm expanding its private client business across Italy.
This is a purenew business / closing rolewith 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 thecommercial side of wealth managementand wants to spend their time winning clients rather than managing an existing book.
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Message me confidentially for more information.
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7qe6vj