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

Financial Advisor – Italian Market

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;
• Providing tailored wealth and Investment management services, especially ETFs, bonds and shares;
• Focus on acquisition with leads given from the company;
• To Hit Net New Money and Revenue targets;
• Regular travel to meet with clients and increase network;

Key Qualifications / Experience

• 5+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Italian market;
• OCF registered is mandatory;
• Prior track record of client development and asset acquisition;
• Located in Milan, Turin, Venice, Rome, Naples, Bari and surroundings (Can work from a home office arrangement);
• Fluent in Italian and an understanding of English;
• Role reports into Managing Director, Rome – 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 alexander@redstonesearch.com or submit your application through the Vacancy Form.