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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 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
Internal Number: 5466350
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.