Private Client Adviser
Senior
International Financial Advisor Jobs
Milano, Milano, Lombardia, Italia
Hybrid
Contratto a tempo indeterminato
Finanza e Assicurazioni
Descrizione della Posizione Lavorativa
Company overview: Our client is a well-established boutique global wealth management firm within a group of specialist affiliate companies. By combining expertise in asset management, technology, capital markets, commodities and infrastructure, they are developing a next-generation platform business.
They operate from offices in London, Dubai, Zurich, Malta, Ireland and Hong Kong and are regulated in multiple jurisdictions. Their offering includes innovative, flexible and transparent cross-border solutions such as absolute return, multi-asset and institutional funds with both offshore and UCITS 5 structures. They hold licences in the UK, EU, UAE (SCA) and in 2024, Australia.
The candidate they seek
They are looking for highly skilled advisers with the following attributes and credentials:
- 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 up in contracted regular savings products)
- Proven track record of building and managing a client bank
Applicants from the UK, Europe or UAE are welcome. The role is flexible and not tied to a single office; advisers with existing UK or UAE client bases can transfer while maintaining international relationships.
What they offer
The firm provides a platform to deliver comprehensive private wealth services and to grow an advisory practice within a regulated framework:
- Serve clients across all international offices
- Deliver full private wealth services: advice, portfolio management, tax planning, property finance and protection
- Centralised support for licensing, compliance, product, processes and lead generation
- Collaborative environment that encourages challenge and innovation
- Opportunity to build your own advice practice inside the regulatory framework with a uniform advice proposition across 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 irrespective of office location
- Encouragement of remote working and focus on personal development
- Retirement and savings plans to support long-term 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 and recognised investment qualifications (for example CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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Benefits
- Competitive OTE (tagged $60K–$120K+), retainer plus commissions
- Centralised compliance and business support
- Private medical insurance
- Retirement and savings plans
- Remote working and professional development opportunities
- Potential routes to chartered status