Financial Advisor – Italian Market Financial Advisor – Italian Market …

Redstone Private Banking Search
in Milan, Lombardia, Italy
Permanent, Full time
Last application, 29 Mar 20
Competitive
Redstone Private Banking Search
in Milan, Lombardia, Italy
Permanent, Full time
Last application, 29 Mar 20
Competitive
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Posted by:
Posted by:
Senior Consultant
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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;
  • Providing tailored wealth and Investment management services, especially ETFs, bonds and shares;
  • Focus on acquisition with leads given from the company;
  • To Hit Net New Money and Revenue targets;
  • Regular travel to meet with clients and increase network;

Key Qualifications / Experience

  • 5+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Italian market;
  • OCF registered is mandatory;
  • Prior track record of client development and asset acquisition;
  • Located in Milan, Turin, Venice, Rome, Naples, Bari and surroundings (Can work from a home office arrangement);
  • Fluent in Italian and an understanding of English;
  • Role reports into Managing Director, Rome – Italy;
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