Private Client Advisor – Milan, Italy

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

Company Overview

Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next-generation platform business. With offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are licensed and regulated across multiple jurisdictions. They provide innovative, flexible, and transparent cross-border solutions, including absolute return, multi-asset, and institutional funds with both offshore and UCITS 5 fund structures. They hold licenses in the UK, EU, UAE (SCA), and Australia.

The Candidate They Seek

• 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 in contracted regular savings products)
• Proven track record of building a client bank

What They Offer

• Serve clients across all offices
• Deliver full private wealth services: advice, portfolio management, tax planning, property finance, and protection
• Centralised support: licensing, compliance, product, processes, and lead generation
• Collaborative environment encouraging challenge and innovation
• Opportunity to build your own advice practice within regulatory framework
• Uniform advice proposition across all 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 regardless of office location
• Encouragement of remote working and personal development
• Retirement and savings plans for 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, with recognised investment qualifications (e.g., CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).