Private Client Advisor

Taylor Financial Recruitment Ltd; Milano; In loco; EUR 99.000 - 134.000; Tempo pieno

Vantaggi offerti da questo lavoro

No predefined earnings ceiling

HNW prospects supplied

No cold calling

No client book transfer

No portfolio administration

Descrizione del lavoro

Taylor Financial Recruitment Ltd is recruiting for a major international investment management firm expanding its private client business across Italy. Senior Private Client Sales – Italian Speaking offers £100,000 base plus uncapped bonus, with no cold calling and no need to transfer an existing book.

In this pure new business role you will contact HNW prospects supplied by the firm, conduct face-to-face meetings, understand investment objectives and present the proposition to convert prospects

Competenze

• OCF registered / Consulente Finanziario required.
• 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 sales performance.
• Highly competitive, entrepreneurial and commercially driven.

Mansioni

• 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.

Conoscenze

Closing ability

Experience with HNW clients

Financial advisory

OCF registered

Formazione

OCF registration / Consulente Finanziario

Descrizione del lavoro

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 bonus

• 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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