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 mana

📌 Private Client Advisor – Milan, Italy (Como)
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