Financial Advisor Milan

Prestige IFA Jobs; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading company in financial services seeks Investment Advisory Wealth Managers to enhance clients' financial well-being. The role offers extensive training and a nurturing environment for personal growth. As a Wealth Manager, you will build client relationships and provide tailored investment solutions, thriving in a target-driven and client-facing setting. Opportunities for chartered qualifications and career advancement await committed candidates.

Benefits

Opportunities for industry-relevant chartered qualifications

Diverse career paths and advancement prospects

Competitive commission-based bonuses

Comprehensive training programs

Engaging client and employee events

Qualifications

• Bachelor’s degree in finance or related field is required.
• Strong service orientation and numerical acumen.
• Prior experience with high-net-worth clients preferred.

Responsibilities

• Cultivate and expand a client base focused on wealth management.
• Provide personalized advisory services to clients.
• Enhance assets under management by identifying financial needs.

Skills

Service orientation

Numerical acumen

Attention to detail

Analytical skills

Integrity

Goal orientation

Ambition

Education

Bachelor’s degree or equivalent experience in business, finance, economics, or management

Job description

• Competitive commission based role USD / Month
• Salary: Competitive commission based role

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.
• 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