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- 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 support for professional growth.
- Why this job: Join a dynamic team and make a real impact in the world of wealth management.
- Qualifications: Level 4 qualified with proven client relationship skills and a strong AUM track record.
- Other info: Collaborative environment encouraging innovation and personal development.
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 employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PRIVATE CLIENT ADVISOR – ITALY
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join online forums. 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. Be ready to discuss your client base and how you've successfully managed their wealth.
✨Tip Number 3
Be adaptable! Since this role offers flexibility across locations, be open to discussing how you can serve clients in different regions. Show that you're ready for a new adventure, whether it's in Dubai or back in the UK.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings, and applying directly gives you a better shot at standing out. Don’t miss out on the opportunity to join a dynamic team that values your skills!
We think you need these skills to ace PRIVATE CLIENT ADVISOR – ITALY
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 qualifications and any relevant certifications. We want to see how your expertise aligns with our needs, so don’t hold back on showcasing your skills!
Tailor Your Application: Take a moment to customise your application for this role. Mention your experience in wealth management and how it relates to serving clients across borders. We love seeing candidates who understand our global perspective!
Share Your Success Stories: Don’t forget to include examples of your proven track record in building a client bank. We’re all about ambition and success, so let us know how you’ve achieved that in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Let’s get started on your journey with us!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Stuff
Make sure you’re well-versed in the wealth management sector, especially regarding cross-border solutions. Brush up on the latest trends in asset management and be ready to discuss how your experience aligns with the firm’s innovative approach.
✨Showcase Your Client Relationships
Prepare to talk about your established client base and how you’ve successfully built relationships in the past. Highlight specific examples of how you’ve adapted your services to meet diverse investment needs, as this will resonate with their focus on tailored solutions.
✨Emphasise Flexibility and Adaptability
Since the role offers flexibility in location, be ready to discuss how you can adapt to different markets. Share any experiences you have working across borders or with international clients, showcasing your global perspective.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the firm’s operations and culture. Inquire about their approach to client service across different jurisdictions and how they support advisers in building their practices, which shows you’re serious about contributing to their success.