ph3Company Overview /h3pOur 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. /ph3The Candidate They Seek /h3ulliAmbition and drive for success /liliPassion for serving clients across borders /liliMinimum Level 4 UK qualification (Level 3 considered if based in the UAE) /liliAt least £10m clean AUM (not tied in contracted regular savings products) /liliProven track record of building a client bank /li /ulh3What They Offer /h3ulliServe clients across all offices /liliDeliver full private wealth services: advice, portfolio management, tax planning, property finance, and protection /liliCentralised support: licensing, compliance, product, processes,



and lead generation /liliCollaborative environment encouraging challenge and innovation /liliOpportunity to build your own advice practice within regulatory framework /liliUniform advice proposition across all offices /liliStrong pedigree in asset management at retail and institutional levels /liliSupport for advisers planning to leave the business, including liquidity to acquire books /liliPrivate medical insurance regardless of office location /liliEncouragement of remote working and personal development /liliRetirement and savings plans for financial security /liliPrograms that may lead to chartered status in fund management, compliance, investment operations, or wealth management /li /ulpPlease 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. /ppbExpat opportunity. /b 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. /ppUK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent). /p /p #J-*****-Ljbffr

📌 Private Client Advisor - Milan, Italy (Milano)
🏢 Prestige Ifa Jobs
📍 Milano