Redstone Private Banking Search  /  Vacancies  /  Financial Advisor, Italian Market

Financial Advisor, Italian Market

Job Reference: RS0646

Job Title: Financial Advisor, Italian Market

Location: Europe

Product: Wealth and Asset Management

Role: Financial Planning

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Global Wealth and Investment Manager who are looking to grow their team of Financial Advisors covering the Italian market from Italy.

Key Responsibilities / Tasks

  • Responsible for developing and managing a portfolio of private clients, targeting the HNW / Affluent segment across Italy, with a focus on the Rome and surrounding areas.
  • Providing tailored wealth and Investment management services, especially ETFs, bonds and shares.
  • To be a full-time employee of the organisation whilst operating as a financial advisor.
  • To Hit Net New Money and Revenue targets
  • Regular travel to meet with clients and increase network

Key Qualifications / Experience

  • 3+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Italian market
  • OCF registered is desirable or the willingness to take the necessary exams
  • Prior track record of client development and asset acquisition
  • Located in Rome (Can work from a home office arrangement)
  • Fluent in Italian and an understanding of English
  • Role reports into Managing Director, Italy

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.