Financial advisor

4 settimane fa

Milan, Italia DeVere Italia A tempo pieno

Step into 2025 with a career that truly rewards your expertise—join de Vere Europe, as an Insurance and Financial Advisor in Milan.Join de Vere Milan and be part of a vibrant, successful office where your ambition meets opportunity. As part of our extensive global expansion, we are seeking experienced professionals in Insurance Sales, International Pensions, International Investments, Cross-Border Repatriation Solutions, and Personal Taxation. Not only can we offer the experience to manage a vast and varied portfolio, but we also provide a plethora of training, continual career advancements, and the opportunity to learn and grow with the business.Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Financial Advisor, you will have the opportunity to support a number of individual clients with financial management. de Vere Group has obtained licenses in multiple countries, allowing financial planning across borders, as well as access to some of the best technical advancements in the industry to help you support your clients. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your clients’ finances.You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.Key ActivitiesBuild and develop a bank of wealth management clients (B2 C only).Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.Analyse markets globally and the client’s situation to select the correct products and services for those client’s needs. You will have access to licenses across multiple locations.Advise on a full range of products and services that can be offered, providing individualised advice on personal wealth.Skills RequiredA degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.Service-focused with strong numerical and analytical skills with close attention to detail.An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.A trustworthy, financially sound, professional team player with an instinct to deliver top-quality service.Sound judgment skills and attention to detail to help analyse the risks involved in certain investments.Have ambition, hunger for success, and be driven by targets.Company BenefitsOpportunity for further chartered qualifications relevant to the industry.A multitude of career opportunities and progression.Opportunity to transfer to different locations.Competitive commission bonus based on a transparent structure.Individual and team training that supports your development.Client and employee events.Ready to take your career to new heights? Apply today and become part of our success story in Milan

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