Remote Wealth Advisor

Overview In this role you will be the main point of contact for Moneyfarm’s retail clients, guiding them through their investment journey with clear, actionable advice. You will represent Moneyfarm’s advisory voice, deepen client relationships, and help grow assets under management through proactive outreach. You’ll work with cross-functional teams to...

OverviewWe are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and...

Prestige IFA Jobs is assisting a well-established boutique global wealth management firm with offices across major financial hubs. The role seeks an ambitious UK-qualified financial adviser capable of building a cross-border client base in Milan and beyond.The successful candidate will deliver private wealth services, including advice, portfolio management,...

TwinThread is looking for a Vice President, Client Advisor to lead new client acquisition and manage existing client relationships in Milano, Italy. You will generate business results while advising clients on comprehensive wealth management solutions.The ideal candidate has significant experience in private banking, strong negotiation skills, and the...

Your role Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy working with people, paying attention to details and being part of a collaborative team? Your role Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy...

UBS in Milan is seeking three Client Advisor Assistants to support our Client Advisors with daily client service and onboarding activities. You will become the first point of contact for clients on account-related queries and help prepare documentation for meetings and investment proposals.You will learn how account opening, due diligence and ongoing...

TwinThread is looking for a Vice President, Client Advisor to lead new client acquisition and manage existing client relationships in Milano, Italy. You will generate business results while advising clients on comprehensive wealth management solutions. The ideal candidate has significant experience in private banking, strong negotiation skills, and the...

JPMorgan Chase & Co. in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention through expert knowledge of investments, banking, trust services and financial planning.You will manage relationships with ultra high net worth clients, deliver holistic wealth solutions, and collaborate with internal specialists to provide...

Norman Alex is seeking a Family Officer / Wealth Manager to join a prestigious Multi-Family Office in Italy, with a tech-enabled platform and top-tier compensation. The role offers flexibility to be based anywhere in Italy, with occasional visits to the Milan HQ. You will manage relationships with a strong existing client base and thrive in a fast-paced,...