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