Redstone Commodity 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, with a focus on the Naples, Rome, Florence and Bari 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 Italy (Can work from a home office arrangement)
• Fluent in Italian and an understanding of English
• Role reports into Managing Director, Italy

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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.