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 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 the commercial side of wealth management and wants to spend their time winning clients rather than managing an existing book.

? Message me confidentially for more information.

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📌 Private client advisor (Milano)
🏢 Taylor Financial Recruitment
📍 Milano