Private Client Advisor (Bardi)

Private Client Advisor (Bardi)

04 set
|
Taylor Financial Recruitment
|
Bardi

04 set

Taylor Financial Recruitment

Bardi

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.
#PrivateBanking #WealthManagement #ConsulenteFinanziario #OCF #FinancialAdvisor #PrivateClient #InvestmentSales #HNWI #ItalyJobs #PrivateBanker

📌 Private Client Advisor (Bardi)
🏢 Taylor Financial Recruitment
📍 Bardi

Candidati a questo annuncio

Mostra le tue capacità professionali all'azienda, compila il form e lascia un tocco personale nella lettera di presentazione, aiuterà il recruiter nella scelta del candidato.

Iscriviti a questa job alert:

Ricevi via email le nuove offerte di lavoro per: private client advisor (bardi) / bardi

Iscriviti a questa job alert:

Ricevi via email le nuove offerte di lavoro per: private client advisor (bardi) / bardi