22 set - Milano
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Company OverviewOur 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.Verifichi che le sue competenze e la sua esperienza corrispondano ai requisiti di questo ruolo, quindi si candidi con il suo CV qui sotto.The Candidate They SeekAmbition and drive for successPassion for serving clients across bordersMinimum 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 bankWhat They OfferServe clients across all officesDeliver full private wealth services: advice, portfolio management, tax planning, property finance, and protectionCentralised support: licensing, compliance, product, processes,
and lead generationCollaborative environment encouraging challenge and innovationOpportunity to build your own advice practice within regulatory frameworkUniform advice proposition across all officesStrong pedigree in asset management at retail and institutional levelsSupport for advisers planning to leave the business, including liquidity to acquire booksPrivate medical insurance regardless of office locationEncouragement of remote working and personal developmentRetirement and savings plans for financial securityPrograms that may lead to chartered status in fund management, compliance, investment operations, or wealth managementPlease 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. xysqume UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).#J-18808-Ljbffr
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