Financial Advisor – Milan, Italy (Milano)

Financial Advisor – Milan, Italy (Milano)

22 set
|
Prestige Ifa Jobs
|
Milano

22 set

Prestige Ifa Jobs

Milano

Location: Milan, Italy. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.Vuole candidarsi? Legga tutte le informazioni su questa posizione qui sotto, poi prema il pulsante per candidarsi.About the RoleOur client is looking for a client-focused Financial Advisor Milan to join their partner firm in Milan, Italy. This role focuses on delivering tailored financial solutions to an international clientele, with an emphasis on cross-border planning, investment management, and wealth preservation. Milan represents a vibrant market for financial services professionals.Key ResponsibilitiesOffer strategic financial advice and wealth management services to a global client baseEstablish and maintain enduring client relationships through dedicated account managementCarry out comprehensive financial assessments and ongoing portfolio reviewsDevelop bespoke financial plans incorporating investment, pension, and protection strategiesAdvise on multinational financial planning, cross-border investments, and asset structuringHandle UK pension transfer advice, QROPS arrangements,



and international tax planningEnsure full compliance with all applicable financial regulations and company policiesQualifications & RequirementsMust hold UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)Minimum 2-3 years of hands‑on experience advising clients on financial mattersIn‑depth understanding of investment strategies, pension planning, and wealth managementExcellent verbal and written communication skills with strong client focusPrior experience working with expatriate or international clients is beneficialDedicated to professional development and upholding regulatory requirementsWhat’s on OfferUncapped commission‑based earnings with excellent growth potentialInvestment in the successful candidate's professional development through training and mentoringRelocation and visa sponsorship support for international hiresBuild a worldwide client portfolio with cross-border opportunitiesComprehensive back‑office and compliance supportProgression opportunities within a growing international companyAbout Milan, ItalyBased in Milan, this role benefits from the city's strong position in the global financial sector. xysqume With a growing expatriate community, excellent infrastructure, and a favourable tax environment, Milan offers an ideal base for international financial advisory professionals.#J-18808-Ljbffr

📌 Financial Advisor – Milan, Italy (Milano)
🏢 Prestige Ifa Jobs
📍 Milano

Candidati a questo annuncio

Mostra le tue capacità professionali all'azienda, compila il form e lascia un tocco personale nella lettera di presentazione, aiuterà il recruiter nella scelta del candidato.

Iscriviti a questa job alert:

Ricevi via email le nuove offerte di lavoro per: financial advisor – milan, italy (milano) / milano

Iscriviti a questa job alert:

Ricevi via email le nuove offerte di lavoro per: financial advisor – milan, italy (milano) / milano