Financial Advisor Italy
Financial Advisor Italy
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Job Description
Key Responsibilities:
- Cultivate and expand a client base focused on wealth management (B2C).
- Provide personalized advisory services to clients fostering trust and maintaining robust communication channels.
- Enhance assets under management by identifying financial needs and opportunities delivering tailored solutions.
- Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
- Employ a consultative approach to understand clients goals and tailor solutions utilizing a diverse range of financial products and services.
- Stay abreast of global markets and client dynamics to offer informed advice and product selection.
Qualifications :
Required Skills:
- Bachelors degree or equivalent experience in business finance economics or management.
- Strong service orientation numerical acumen and attention to detail.
- Aspiration for or possession of UK level 4 advisory qualification.
- Prior experience with highnetworth clients preferred but not mandatory.
- Familiarity with investment offshore fintech bond or pension products advantageous.
- Integrity professionalism and collaborative spirit coupled with a drive for excellence.
- Sharp analytical skills and risk assessment capabilities.
- Demonstrated track record in financial sales.
- Ambition goal orientation and resilience.
Additional Information :
Company Benefits:
- Opportunities for industryrelevant chartered qualifications.
- Diverse career paths and advancement prospects.
- Potential for geographical mobility.
- Competitive commissionbased bonuses.
- Comprehensive individual and team training programs.
- Engaging client and employee events.
Please note: This position would typically suit both experienced and qualified IFA candidates and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
