Private Client Advisor – Milan, Italy
Pubblicato il 27-10-2026 - Prestige Ifa Jobs in Milano
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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