Private Client Advisor – Milan, Italy (Milano)

Private Client Advisor – Milan, Italy (Milano)

06 ago
|
International Financial Advisor Jobs
|
Milano

06 ago

International Financial Advisor Jobs

Milano

This role is suited to professionals seeking an international financial services career. Candidates from the United Kingdom and other international markets will have the opportunity to support expatriate and international clients while building experience in wealth management, investments and cross-border financial planning.

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

They are seeking highly skilled Level 4 qualified advisers with:

- 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

Candidates from the UK, Europe, or UAE are welcome. Flexibility is key, as the role is not tied to a specific office.



Advisers with existing UK or UAE client bases can transition seamlessly while maintaining international client relationships.

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. All IFA job news at www.prestigeifajobs.com

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Tagged as: OTE $60K–$120K+, Retainer + comms, Senior Role

📌 Private Client Advisor – Milan, Italy (Milano)
🏢 International Financial Advisor Jobs
📍 Milano

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