International Private Wealth Advisor - Milan (Remote)

Prestige IFA Jobs; Milano; Ibrido; EUR 100.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Private medical insurance

Remote work options

Pension plans

Expat opportunity

Descrizione del lavoro

Prestige IFA Jobs is assisting a well-established boutique global wealth management firm with offices across major financial hubs. The role seeks an ambitious UK-qualified financial adviser capable of building a cross-border client base in Milan and beyond.

The successful candidate will deliver private wealth services, including advice, portfolio management, tax planning, and wealth protection, while leveraging centralised support and expat opportunities.

Competenze

• At least 3 years of client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications (e.g., CISI, CII or equivalent).
• UK qualifications accepted for expat international role.

Mansioni

• Develop and grow a cross-border client book and relationships.
• Deliver private wealth services: advice, portfolio management, tax planning, property finance, and protection.
• Utilise centralised licensing, compliance, product and lead generation support.

Descrizione del lavoro

Prestige IFA Jobs is assisting a well-established boutique global wealth management firm with offices across major financial hubs. The role seeks an ambitious UK-qualified financial adviser capable of building a cross-border client base in Milan and beyond.

The successful candidate will deliver private wealth services, including advice, portfolio management, tax planning, and wealth protection, while leveraging centralised support and expat opportunities.