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.
📌 Private Client Advisor (Italia)
🏢 Taylor Financial Recruitment
📍 Italia
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