The Private Client Advice group at our organization assesses client and prospect objectives, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an associate, you will collaborate with other team members in providing regulated and suitable advice to clients.
Your key responsibilities include:
* A University degree or equivalent combination of education/experience
* Fluent written and verbal language proficiency in: Italian & English
* Experience with financial planning and investment principles or industry exams preferred
Why Work With Us:
* We prioritize client satisfaction, offering unmatched service and a personalized approach to investing.
* We provide 100% paid premiums for our top-tier supplemental healthcare and dental plans, 28 days annual leave, and an enhanced maternity pay package.
* We foster a collaborative working environment that practices ongoing training, educational support and employee appreciation events.