Senior Private Client Sales

Taylor Financial Recruitment Ltd; Paris; Sur place; EUR 100 000 - 180 000; Plein temps

Résumé du poste

Taylor Financial Recruitment Ltd represents a major international investment management firm expanding its private client business across France. This is a pure new business/asset-gathering role with a steady flow of qualified high-net-worth prospects provided by the firm.

No cold calling and no need to bring an existing client book. You will engage with HNW prospects, secure meetings, understand investment objectives, present the proposition and convert prospects into new private clients and

Qualifications

• 5+ years in wealth management, private banking or HNW financial sales.
• Experience advising affluent / HNW private clients.
• Proven track record of gathering assets / generating net new money.
• Fluent French and professional English.

Responsabilités

• 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 proposition to clients.
• Convert prospects into new private clients and assets.
• Focus on new client acquisition rather than servicing existing books.

Description du poste

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.