At a Glance
- Tasks: Serve clients globally with tailored wealth management solutions and build your own advisory practice.
- Company: Boutique global wealth management firm with a strong international presence.
- Benefits: Flexible remote work, private medical insurance, and retirement plans for a secure future.
- Other info: Collaborative environment with opportunities for professional growth and chartered status.
- Why this job: Join a dynamic team and make a real impact in the world of wealth management.
- Qualifications: Level 4 qualified adviser with a proven track record and at least £10m clean AUM.
The predicted salary is between 36000 - 60000 € per year.
Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each focused on a key sector. They combine knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure to build a next generation platform business. With group offices in London, Dubai, Zurich, Malta, Ireland and Hong Kong, they are licensed and regulated across multiple jurisdictions. They provide innovative, flexible, tailored and transparent cross-border solutions to meet diverse investment needs, whilst protecting assets and growing wealth. These solutions include absolute return, multi-asset and institutional funds, with both offshore and UCITS funds structures. They are licensed in the UK; the EU; the UAE (SCA); and in 2024, in Australia.
The Candidate They Seek
Our client is actively seeking highly skilled Level 4 qualified advisers to join their dynamic team. They value adaptability, expertise, and a global perspective in candidates. Whether you're located in the UK, Europe, or the UAE, they welcome candidates from diverse geographical backgrounds. They believe in flexibility, so this role isn’t tied to a specific office location. If you’re an adviser with an established client base in the UK and dream of a new adventure in Dubai, our client can make that transition seamless. Similarly, if you’re an adviser in the UAE and wish to return to the UK with your loyal clients, the firm will support you in building your business there whilst maintaining your international client relations.
The Must-Haves
- Big ambitions and hungry for success
- Passion for serving clients across borders
- Minimum level 4 UK qualified (will consider level 3 only if based in the UAE)
- At least £10m clean AUM (not tied up in contracted regular savings products)
- Proven track record of building a client bank
What They Offer
Our client offers its advisers the unique opportunity to serve clients across all its offices, regardless of base. They provide financial advisers with the means to deliver private wealth services, covering: advice, portfolio management, tax planning, property finance and protection. Through their Centralised Proposition they offer a complete solution from licensing, compliance, product, processes and lead generation. Join their team and embark on a journey of professional growth and international success.
- Collaborative work environment – team members at all levels are encouraged to challenge the status quo to improve overall operation
- A chance to build your own advice practice within their regulatory framework
- A uniform advice proposition across all offices – high standards regardless of jurisdiction
- A strong pedigree – asset managers with deep understanding of managing client money at retail and institutional levels
- Complete support for advisers looking to leave the business in the near future – the firm has sufficient liquidity to acquire the books
- Private medical insurance is a core benefit regardless of the office
- Flexibility for remote working and bringing other interests into the workplace
- Retirement and savings plans to build a secure financial future
- Many programs 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.
PRIVATE CLIENT ADVISOR – ITALY in London employer: International Financial Advisor Jobs
Our client is an exceptional employer, offering a collaborative work environment that encourages innovation and professional growth. With the flexibility to serve clients across multiple jurisdictions, advisers can build their own practices while receiving comprehensive support, including private medical insurance and retirement plans. The firm’s commitment to high standards and international success makes it an attractive place for ambitious professionals seeking meaningful careers in wealth management.
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land PRIVATE CLIENT ADVISOR – ITALY in London
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in wealth management. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your qualifications and experience. Share success stories from your client base and how you've adapted to different markets. This will set you apart from the competition.
✨Tip Number 3
Be flexible and open-minded! Our client values adaptability, so if you're considering a move to a new location or market, express your willingness to embrace change. This can really impress hiring managers and show them you're ready for the next step in your career.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed, and applying directly can give you an edge. Plus, it shows you’re proactive and serious about joining the team. Don’t miss out on the opportunity to take your career to the next level!
We think you need these skills to ace PRIVATE CLIENT ADVISOR – ITALY in London
Some tips for your application 🫡
Show Your Passion:Let your enthusiasm for wealth management shine through in your application. We want to see that you're not just qualified, but genuinely excited about serving clients and making a difference in their financial journeys.
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role. Highlight your Level 4 qualifications and any relevant client-facing experience. We love seeing how you’ve built your client bank and achieved success!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell your story. Use it to explain why you’re the perfect fit for this role and how your global perspective can benefit our team. We appreciate a personal touch that connects your background to our values.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Stuff
Make sure you’re well-versed in the latest trends in wealth management, especially those relevant to cross-border solutions. Brush up on your knowledge of asset management, capital markets, and the specific regulations in the jurisdictions mentioned in the job description.
✨Showcase Your Client Base
Be ready to discuss your existing client relationships and how you’ve built your client bank. Highlight any experience you have with managing assets over £10m and how you can leverage that for the firm’s international clientele.
✨Demonstrate Adaptability
Since the role offers flexibility across locations, share examples of how you’ve successfully adapted to different markets or client needs. This will show that you can thrive in a dynamic environment and are ready for the challenges of a global role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and how they support advisers in building their practices. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
