Private Client Advisor

Taylor Financial Recruitment Ltd; Lyon; Presencial; EUR 90.000 - 150.000; Jornada completa

Descripción de la vacante

Taylor Financial Recruitment Ltd is seeking a Senior Private Client Sales professional who speaks French and English to drive new client acquisition for a major international investment manager in France. You will engage with HNW prospects, secure meetings, understand client objectives, present investment management options, and convert prospects into new private clients with net new money.

The role is focused on asset gathering, with a steady flow of qualified high-net-worth prospects provided

Formación

• 5+ years' experience in wealth management, private banking or HNW financial sales.
• Experience advising or selling to affluent / HNW private clients.
• Proven track record of gathering assets / generating net new money.

Responsabilidades

• Engage with HNW prospects provided by the firm.
• Secure and conduct meetings with prospective investors.
• Understand clients’ investment objectives and financial circumstances.
• Present the firm's investment management proposition.
• Convert prospects into new private clients and assets.
• Focus entirely on new client acquisition rather than ongoing portfolio servicing.

Conocimientos

Wealth management

Private banking

HNW sales

Fluent French

English proficiency

Descripción del empleo

Senior Private Client Sales – French Speaking

I’m recruiting experienced Conseillers en Gestion de Patrimoine / Private Bankers / Financial Advisers / HNW Sales professionals for a major international investment management firm continuing to expand its private client business across France.

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

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

The Role

• Engage with HNW prospects provided by the firm
• Secure and conduct meetings with prospective investors
• Understand clients’ investment objectives and financial circumstances
• Present the firm's investment management proposition
• Convert prospects into new private clients and assets
• Focus entirely on new client acquisition rather than ongoing portfolio servicing
• 5+ years' experience in wealth management, private banking or HNW financial sales
• Experience advising or selling to affluent / HNW private clients
• Proven and quantifiable track record of gathering assets / generating net new money
• Strong closing ability and demonstrable individual sales performance
• Comfortable conducting sophisticated investment conversations with private investors
• Highly competitive, entrepreneurial and commercially driven
• Fluent French and strong professional English

The Package

• Significant earning potential for successful asset gatherers
• Consistent flow of qualified HNW prospects supplied by the firm
• No requirement to transfer an existing client book

This is a particularly strong opportunity for someone who loves the commercial side of wealth management and wants to spend their time meeting investors, winning clients and gathering assets rather than managing an existing book or generating their own leads.