Financial Advisor – Italian Market

  • Competitive
  • Milan, Lombardia, Italy
  • Permanent, Full time
  • Redstone Private Banking Search
  • 17 Feb 19

Redstone Private Banking Search are currently working with a Global Wealth and Investment Manager who are looking to grow their team of Financial Advisors covering the Italian market from Italy.

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Global Wealth and Investment Manager who are looking to grow their team of Financial Advisors covering the Italian market from Italy.

Key Responsibilities / Tasks

  • Responsible for developing and managing a portfolio of private clients, targeting  the HNW / Affluent segment across Italy, with a focus on the Naples, Rome, Florence and Bari areas.
  • Providing tailored wealth and Investment management services, especially ETFs, bonds and shares.
  • To be a full time employee of the organisation whilst operating as a financial advisor.
  • To Hit Net New Money and Revenue targets
  • Regular travel to meet with clients and increase network

Key Qualifications / Experience

  • 3+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Italian market
  • OCF registered is desirable or the willingness to take the necessary exams
  • Prior track record of client development and asset acquisition
  • Located in Italy (Can work from a home office arrangement)
  • Fluent in Italian and an understanding of English
  • Role reports into Managing Director, Italy