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- Tasks: Engage with clients, manage portfolios, and provide tailored financial advice.
- Company: Join a dynamic firm dedicated to sustainability and client financial well-being.
- Benefits: Enjoy competitive bonuses, extensive training, and diverse career paths.
- Why this job: Be part of a culture that prioritises growth, learning, and personal development.
- Qualifications: Bachelor's degree in finance or related field; sales experience preferred but not mandatory.
- Other info: Ideal for those passionate about financial services and client relationships.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sustained expansion. Beyond the chance to oversee diverse portfolios, they offer extensive training, ongoing career advancement, and a nurturing environment fostering continuous growth. With a CEO committed to a culture of lifelong learning and professional support, they prioritize fulfilling their employees’ career aspirations.
Rooted in diligence and a commitment to individual success, their culture fosters a prosperous career trajectory. They are a dynamic, growth-oriented enterprise in search of individuals passionate about personal development and keen to evolve alongside them.
Their paramount goal is delivering personalized, independent financial counsel to each client. As a Wealth Manager, you’ll engage with a diverse array of clients, supported by licenses spanning multiple jurisdictions and access to cutting-edge industry tools. Your role encompasses holistic financial management, where you’ll forge enduring client relationships and offer bespoke investment advisory services tailored to their unique needs.
Key Responsibilities
- Cultivate and expand a client base focused on wealth management (B2C).
- Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
- Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
- Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
- Employ a consultative approach to understand clients’ goals and tailor solutions utilizing a diverse range of financial products and services.
- Stay abreast of global markets and client dynamics to offer informed advice and product selection.
Required Skills
- Bachelor’s degree or equivalent experience in business, finance, economics, or management.
- Strong service orientation, numerical acumen, and attention to detail.
- Aspiration for or possession of UK level 4 advisory qualification.
- Prior experience with high-net-worth clients preferred but not mandatory.
- Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
- Integrity, professionalism, and collaborative spirit coupled with a drive for excellence.
- Sharp analytical skills and risk assessment capabilities.
- Demonstrated track record in financial sales.
- Ambition, goal orientation, and resilience.
Company Benefits
- Opportunities for industry-relevant chartered qualifications.
- Diverse career paths and advancement prospects.
- Potential for geographical mobility.
- Competitive commission-based bonuses.
- Comprehensive individual and team training programs.
- Engaging client and employee events.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations
Tagged as: Career, CISI, DipFA, DipPFS, Europe, Finance Jobs, FInancial Adviser Careers, IFA Consultant, Independent Financial Advisor, International IFA, International IFA Jobs, Italy, Milan, Wealth Management, Wealth Management Advisor, Wealth Manager
Seniority level
-
Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Financial Advisor Milan employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor Milan
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in wealth management. Attend industry events or webinars to connect with potential mentors and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends in investment products and financial markets. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed and providing valuable advice to clients.
✨Tip Number 3
Consider obtaining relevant qualifications, such as the UK level 4 advisory qualification, if you haven't already. This will enhance your credibility and show your dedication to professional development in the financial advisory field.
✨Tip Number 4
Prepare for the interview by practising your consultative approach. Be ready to discuss how you would assess a client's financial needs and tailor solutions accordingly, showcasing your ability to build trust and long-term relationships.
We think you need these skills to ace Financial Advisor Milan
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Advisor position. Tailor your application to highlight how your skills and experiences align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in finance and sales. Emphasise any previous roles where you've worked with high-net-worth clients or in wealth management, and include quantifiable achievements to demonstrate your success.
Write a Strong Cover Letter: In your cover letter, express your passion for financial advisory and personal development. Mention specific reasons why you want to work for this company and how you can contribute to their goals of delivering personalised financial counsel.
Highlight Relevant Qualifications: If you have any qualifications related to financial services, such as the UK level 4 advisory qualification, be sure to mention them prominently. If you're currently pursuing such qualifications, indicate your commitment to professional growth.
How to prepare for a job interview at International Financial Advisor Jobs
✨Research the Company
Before your interview, take some time to understand the company's values, mission, and recent developments. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the role.
✨Prepare for Behavioural Questions
Expect questions that assess your past experiences and how they relate to the role. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your problem-solving skills and ability to work with clients.
✨Showcase Your Financial Knowledge
Be ready to discuss current market trends and financial products relevant to wealth management. This shows that you are proactive and knowledgeable, which is crucial for a Financial Advisor role.
✨Demonstrate Your Client Relationship Skills
Since this role involves building trust with clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to tailor solutions to individual needs.
