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Financial Services Professional

1 mese fa


Milano, Lombardia, Italia Prestige IFA Jobs A tempo pieno

At Prestige IFA Jobs, we're seeking a talented Financial Services Professional to join our team. As a Wealth Management Specialist, you'll have the opportunity to work with a diverse range of clients, providing personalized advisory services and tailored investment solutions. With a strong focus on client relationships and a commitment to excellence, you'll be an integral part of our team's success.

Key Responsibilities:

  • Develop and maintain a client base focused on wealth management.
  • Provide expert advice and guidance on investment strategies and financial planning.
  • Conduct comprehensive client reviews to identify financial needs and opportunities.
  • Employ a consultative approach to understand clients' goals and deliver customized solutions.
  • Stay up-to-date with market trends and client dynamics to offer informed advice and product selection.

Requirements:

  • 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.