Financial Advisor – Milan, Italy

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8033ay

ppLocation: 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. /p h3About the Role /h3 pOur 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. /p h3Key Responsibilities /h3 ul liOffer strategic financial advice and wealth management services to a global client base /li liEstablish and maintain enduring client relationships through dedicated account management /li liCarry out comprehensive financial assessments and ongoing portfolio reviews /li liDevelop bespoke financial plans incorporating investment, pension, and protection strategies /li liAdvise on multinational financial planning, cross-border investments, and asset structuring /li liHandle UK pension transfer advice, QROPS arrangements, and international tax planning /li liEnsure full compliance with all applicable financial regulations and company policies /li /ul h3Qualifications Requirements /h3 ul liMust hold UK-recognised financial advisory qualifications (DipPFS, CISI Level 4,



CFP or equivalent) /li liMinimum 2-3 years of hands‑on experience advising clients on financial matters /li liIn‑depth understanding of investment strategies, pension planning, and wealth management /li liExcellent verbal and written communication skills with strong client focus /li liPrior experience working with expatriate or international clients is beneficial /li liDedicated to professional development and upholding regulatory requirements /li /ul h3What’s on Offer /h3 ul liUncapped commission‑based earnings with excellent growth potential /li liInvestment in the successful candidate's professional development through training and mentoring /li liRelocation and visa sponsorship support for international hires /li liBuild a worldwide client portfolio with cross-border opportunities /li liComprehensive back‑office and compliance support /li liProgression opportunities within a growing international company /li /ul h3About Milan, Italy /h3 pBased in Milan, this role benefits from the city's strong position in the global financial sector. With a growing expatriate community, excellent infrastructure, and a favourable tax environment, Milan offers an ideal base for international financial advisory professionals. /p /p #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8033ay