19 set - Milano
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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).
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