Financial Advisor Italy

3 settimane fa

Milan, Italia Prestige IFA jobs A tempo pieno
Job Description

Our 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, ongoing career advancement, and a nurturing environment fostering continuous growth. With a CEO committed to a culture of lifelong learning and professional support, they prioritize fulfilling their employees’ career aspirations.

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


Additional Information

Describe your perks and culture

  • Financial Advisor Milan

    2 settimane fa

    Milan, Italia Prestige IFA Jobs A tempo pieno

    Our 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, ongoing career...

  • Medical Advisor

    5 giorni fa

    Milan, Italia Ascendis Pharma A tempo pieno

    Are you passionate about bringing new pharmaceutical products to patients? Do you have experience within Medical Affairs?If so, now is your chance to join Ascendis Pharma Italy as our new Medical Advisor.Ascendis Pharma is a fast-growing biopharmaceutical company with locations in Denmark, Germany, the United States, UK, Italy and Spain.We are applying our...

  • Tax Advisor Italy

    1 mese fa

    Milan, Italia Alstom A tempo pieno

    Req ID:445910  At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry. Every day, more than 80 000 colleagues lead the way to greener and...

  • Tax Advisor Italy

    2 mesi fa

    Milan, Italia Alstom A tempo pieno

    Req ID:445910  At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry. Every day, more than 80 000 colleagues lead the way to greener and...

  • Italy Internship Beauty Advisor

    2 mesi fa

    Milan, Italia MAC A tempo pieno

    Italy Internship Beauty AdvisorAre you ready to be part of the future of prestige beauty? ✨ At The Estée Lauder Companies you can play a role in our global success. We are a leader in prestige beauty with a growing portfolio of coveted brands. We create and market the highest quality products that delight consumers around the globe. Our culture values...

  • Client Advisor, Italy, Vice President

    2 settimane fa

    Milan, Italia JPMorgan Chase & Co. A tempo pieno

    This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.If you have an entrepreneurial mind-set and are looking...

  • Client Advisor, Italy, Vice President

    4 settimane fa

    Milan, Italia JPMorgan Chase & Co. A tempo pieno

    This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...

  • Client Advisor

    2 giorni fa

    Milan, Italia Dolce & Gabbana A tempo pieno

    We 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...

  • Italy Internship Beauty Advisor

    2 mesi fa

    Milan, Italia MAC A tempo pieno

    Are you r eady to be part of the future of prestige beauty? ✨ At The Estée Lauder Companies you can play a rolein our global success. We are a leader in prestigebeauty with a growing portfolio of coveted brands.We create and market the highest quality productsthat delight consumers around the globe. Our culturevalues diversity of thought and...

  • Client Advisor

    3 giorni fa

    Milan, Italia Dolce & Gabbana A tempo pieno

    We 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...

  • Medical Advisor, Dermatology

    5 giorni fa

    Milan, Italia Incyte A tempo pieno

    Overview Words from our General Manager Italy – Onofrio Mastandrea “Incyte is the pioneer Biotech Company in Italy for the mindset of innovation. At Incyte Italy, innovation is a set of behaviors to find new ways to overcome challenges and Solve On. Incyte is a Team where we continuously challenge the status quo and push the boundaries”. Join our...

  • Client Advisor, Italy, Vice President Milan, Italy Posted on 10/13/2023

    2 settimane fa

    Milan, Italia JPMorgan Chase & Co. A tempo pieno

    This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.If you have an entrepreneurial mind-set and are looking...

  • Senior Finance Manager Italy

    6 giorni fa

    Milan, Italia Ascendis Pharma AS A tempo pieno

    Are you passionate about ensuring financial integrity, implementing strategic financial initiatives, and providing actionable insights to drive business growth and profitability? Do you have experience within building bridge between a local affiliate and global finance? If so, now is your chance to join Ascendis Pharma Italy as our new Senior Finance Manager...

  • FINANCIAL ANALYST

    2 settimane fa

    Milan, Italia Edison S.p.A. A tempo pieno

    FINANCIAL 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...

  • Treasury Manager

    2 settimane fa

    Milan, Italia Sonnedix A tempo pieno

    Vacancy Name Treasury Manager - Italy (Milan)Locations MilanLocation Country ItalyProfileLocal Language Job Description-Dont UseShort Description for Portal Treasury Manager reports to the Financial Controller, and in close contact with the Project Finance team, the candidate will be responsible for managing banking relationships and ensuring all loan...

  • Senior Finance Manager Italy

    1 settimana fa

    Milan, Italia Ascendis Pharma A tempo pieno

    Are you passionate about ensuring financial integrity, implementing strategic financial initiatives, and providing actionable insights to drive business growth and profitability?Do you have experience within building bridge between a local affiliate and global finance?If so, now is your chance to join Ascendis Pharma Italy as our new Senior Finance Manager...

  • Italy Business Controller

    1 settimana fa

    Milan, Italia Estée Lauder Companies A tempo pieno

    Italy Business ControllerDescriptionIncluded in the Controlling team, the profile sought will be responsible for the independent management of the economic accounts of a brand portfolio of the Company and, relating to the heads of the Division and Sales & Marketing departments, and will be responsible for the budgeting & forecasting activities, financial...

  • Advisor / Analyst

    2 mesi fa

    Milan, Italia Arup A tempo pieno

    Dedicated to sustainable development, Arup is a collective of advisors and experts working across 140 countries. Founded to be both humane and excellent, we collaborate with our clients and partners using imagination, technology and rigour to shape a better world.We are looking for a Junior Advisor / Analyst to join our Business and Investors Advisory...

  • FINANCIAL ANALYST

    2 mesi fa

    Milan, Italia Edison A tempo pieno

    FINANCIAL 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 settimane fa

    Milan, Italia Edison S.p.A. A tempo pieno

    FINANCIAL 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...