Senior HNW Private Client Acquisition Specialist - French

Taylor Financial Recruitment Ltd; Lyon; On-site; EUR 90,000 - 150,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Wealth management

Private banking

HNW sales

Fluent French

English proficiency

Job description

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