Private Client Advisor – Milan, Italy

4 settimane fa

Roma, Lazio, Italia Prestige IFA Jobs Tempo pieno

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Company Overview Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next-generation platform business. With offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are licensed and regulated across multiple jurisdictions. They provide innovative, flexible, and transparent cross-border solutions, including absolute return, multi-asset, and institutional funds with both offshore and UCITS 5 fund structures. They hold licenses in the UK, EU, UAE (SCA), and Australia. The Candidate They Seek
* Ambition and drive for success
* Passion for serving clients across borders
* Minimum Level 4 UK qualification (Level 3 considered if based in the UAE)
* At least £10m clean AUM (not tied in contracted regular savings products)
* Proven track record of building a client bank What They Offer
* Serve clients across all offices
* Deliver full private wealth services: advice, portfolio management, tax planning, property finance, and protection
* Centralised support: licensing, compliance, product, processes, and lead generation
* Collaborative environment encouraging challenge and innovation
* Opportunity to build your own advice practice within regulatory framework
* Uniform advice proposition across all offices
* Strong pedigree in asset management at retail and institutional levels
* Support for advisers planning to leave the business, including liquidity to acquire books
* Private medical insurance regardless of office location
* Encouragement of remote working and personal development
* Retirement and savings plans for financial security
* Programs that may lead to chartered status in fund management, compliance, investment operations, or wealth management Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth. Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction. UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent). #J-18808-Ljbffr

Private Client Advisor – Milan, Italy

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Private Client Advisor – Milan, Italy

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