Financial Advisor, Italian Market Financial Advisor, Italian Market …

Redstone Private Banking Search
à Rome, Latium, Italie
CDI, Plein-temps
Dernière candidature, 06 juil. 20
Competitive
Redstone Private Banking Search
à Rome, Latium, Italie
CDI, Plein-temps
Dernière candidature, 06 juil. 20
Competitive
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Diffusée par:
Diffusée par:
Senior Consultant
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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
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