Financial Advisor Milan
3 settimane fa
Rooted in diligence and a commitment to individual success, their culture fosters a prosperous career trajectory. They are a dynamic, growth-oriented enterprise in search of individuals passionate about personal development and keen to evolve alongside them.
Their paramount goal is delivering personalized, independent financial counsel to each client. As a Wealth Manager, you’ll engage with a diverse array of clients, supported by licenses spanning multiple jurisdictions and access to cutting-edge industry tools. Your role encompasses holistic financial management, where you’ll forge enduring client relationships and offer bespoke investment advisory services tailored to their unique needs.
Key Responsibilities:
Cultivate and expand a client base focused on wealth management (B2C).
Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
Employ a consultative approach to understand clients’ goals and tailor solutions utilizing a diverse range of financial products and services.
Stay abreast of global markets and client dynamics to offer informed advice and product selection.
Required Skills:
Bachelor’s degree or equivalent experience in business, finance, economics, or management.
Strong service orientation, numerical acumen, and attention to detail.
Aspiration for or possession of UK level 4 advisory qualification.
Prior experience with high-net-worth clients preferred but not mandatory.
Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
Integrity, professionalism, and collaborative spirit coupled with a drive for excellence.
Sharp analytical skills and risk assessment capabilities.
Demonstrated track record in financial sales.
Ambition, goal orientation, and resilience.
Company Benefits:
Opportunities for industry-relevant chartered qualifications.
Diverse career paths and advancement prospects.
Potential for geographical mobility.
Competitive commission-based bonuses.
Comprehensive individual and team training programs.
Engaging client and employee events.
Please note:
This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations
[mailerlite_form form_id=2]
Tagged as:
Career ,
CISI ,
DipFA ,
DipPFS ,
Europe ,
Finance Jobs ,
FInancial Adviser Careers ,
IFA Consultant ,
Independent Financial Advisor ,
International IFA ,
International IFA Jobs ,
Italy ,
Milan ,
Wealth Management ,
Wealth Management Advisor ,
Wealth Manager
#J-18808-Ljbffr
-
Client Advisor
1 settimana fa
Milan, Italia Dolce & Gabbana A tempo pienoWe are currently looking for a Client Advisor for our Boutique based in Milano. As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer. Key Responsibilities Promote and sell products by identifying our international customers’ needs. Deliver outstanding customer service...
-
Client Advisor
2 giorni fa
Milan, Italia Dolce & Gabbana A tempo pienoWe are currently looking for a Client Advisor for our Boutique based in Milano. As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer. Key Responsibilities Promote and sell products by identifying our international customers’ needs. Deliver outstanding customer service...
-
Client Advisor
1 settimana fa
Milan, Italia Dolce & Gabbana A tempo pienoWe are currently looking for a Client Advisor for our Boutique Dolce&Gabbana Casa based in Milano. As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer. Key Responsibilities Promote and sell products by identifying our international customers’ needs. Deliver outstanding...
-
Financial Advisor Italy
4 settimane fa
Milan, Italia Prestige IFA jobs A tempo pienoJob DescriptionOur client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sustained expansion. Beyond the chance to oversee diverse portfolios, they offer extensive training,...
-
Financial Advisor Italy
2 giorni fa
Milan, Italia Prestige IFA jobs A tempo pienoJob DescriptionOur client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sustained expansion. Beyond the chance to oversee diverse portfolios, they offer extensive training,...
-
Client Advisor
1 settimana fa
Milan, Italia Burberry Limited A tempo pienoINTRODUCTION JOB PURPOSEWe are looking for a Client Advisor to join our teams in Milan on a full-time basis. In this role you will build relationships with Burberry’s new and existing clients, delivering a personalised and elevated experience with commercial success. Reporting to the store management, the Client Advisor will inspire our clients by...
-
FINANCIAL ANALYST
3 settimane fa
Milan, Italia Edison S.p.A. A tempo pienoFINANCIAL ANALYST - Valutazione Impegni e InvestimentiTitolo della posizione: FINANCIAL ANALYST - Valutazione Impegni e Investimenti -Descrizione della Divisione: Attraverso la Divisione Finance Ottimizziamo la performance finanziaria dell'azienda e ne massimizziamo il valore. Supportiamo il Top Management nell'identificazione, gestione e monitoraggio dei...
-
Client Advisor
1 mese fa
Milan, Italia Luxe Talent Italia A tempo pienoDa Luxe Talent, società di consulenza internazionale di reclutamento e formazione specializzata in moda, lusso, retail e FMCG, stiamo cercando la figura di Client Advisor da inserire nel team di un noto brand di lusso contemporaneo, per la loro boutique situata a Milano. Nella nostra agenzia di consulenza per il reclutamento e formazione lavoriamo con...
-
Client Advisor
2 giorni fa
Milan, Italia Luxe Talent Italia A tempo pienoDa Luxe Talent, società di consulenza internazionale di reclutamento e formazione specializzata in moda, lusso, retail e FMCG, stiamo cercando la figura di Client Advisor da inserire nel team di un noto brand di lusso contemporaneo, per la loro boutique situata a Milano. Nella nostra agenzia di consulenza per il reclutamento e formazione lavoriamo con...
-
Financial Controller
3 settimane fa
Milan, Italia In Job A tempo pienoLocation: Milan - close to Missori metro station In Job S.p.A. - Milan's Career Center is hiring aFinancial Controllerfor a leading global group of premium schools.The Financial Controller is responsible for managing and monitoring financial operations, analyzing costs, preparing budgets and ensuring compliance with financial systems and procedures.The...
-
FINANCIAL ANALYST
3 settimane fa
Milan, Italia Edison S.p.A. A tempo pienoFINANCIAL ANALYST - Valutazione InvestimentiTitolo della posizione: FINANCIAL ANALYST - Valutazione Investimenti -Descrizione della Divisione: Attraverso Edison Next partecipiamo alla creazione di un futuro sostenibile operando nel mercato dei servizi energetici ed ambientali. Accompagniamo aziende e territori nel loro percorso di transizione ecologica e...
-
Senior Client Advisor
2 settimane fa
Milan, Italia Diesel A tempo pienoSenior Client Advisor - Rinascente Milano Diesel has long been a leading pioneer in denim and casual fashion, known for moving outside and ahead of trends in its industry. While retaining always its DNA, in recent years Diesel has evolved into the world of premium casual wear, becoming a true alternative to the established luxury market. Diesel is a...
-
Financial Planning Analyst Milan
3 settimane fa
Milan, Italia Tre Altamira A tempo pienoTRE ALTAMIRA, a global leader in satellite radar data processing, is on the lookout for a meticulous and analytically driven Financial Planning Analyst to join our expanding Finance team. In this role, you’ll play a pivotal part in financial forecasting, budgeting, and strategic analysis, with a specialized focus on project performance. If you’re someone...
-
FINANCIAL ANALYST
2 mesi fa
Milan, Italia Edison A tempo pienoFINANCIAL ANALYST - Valutazione Investimenti Environmental Services Data pubblicazione: 05.02.2024 Data fine candidatura: - Sede: MILANO Contratto: Regular (Tempo Indeterminato) Codice posizione: JOB_POSTING-3-2637 Esperienza: 2 - 5 anni Titolo di studio: Laurea / Master / Phd Settore di studi: Economico Profilo caratteriale:...
-
FINANCIAL ANALYST
2 giorni fa
Milan, Italia Edison A tempo pienoFINANCIAL ANALYST - Valutazione Investimenti Environmental Services Data pubblicazione: 05.02.2024 Data fine candidatura: - Sede: MILANO Contratto: Regular (Tempo Indeterminato) Codice posizione: JOB_POSTING-3-2637 Esperienza: 2 - 5 anni Titolo di studio: Laurea / Master / Phd Settore di studi: Economico Profilo caratteriale:...
-
Client Advisor
1 settimana fa
Milan, Italia Burberry Limited A tempo pienoINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide...
-
Client Advisor
7 giorni fa
Milan, Italia Burberry Limited A tempo pienoINTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to...
-
Client Advisor
2 giorni fa
Milan, Italia Burberry Limited A tempo pienoINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide...
-
Client Advisor
3 giorni fa
Milan, Italia Burberry Limited A tempo pienoINTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to...
-
Sales Advisor
2 mesi fa
Milan, Italia COS A tempo pienoDescrizione del lavoroStiamo cercando Sales Advisor per il nostro fantastico team di Milano. La posizione è part time, tempo determinato (25 ore settimanali su 5 giornate lavorative) e include fine settimana e turni serali ( turni compresi tra le ore 7 e le 20.30) Come Sales Advisor avrai la possibilità di offrire ai clienti un alto livello di...
