Job Description

Wealth Management Associate – Financial Planning

• Career advancement with a trusted international firm
• Work with global high-net-worth individuals
• Continuous training, mentoring, and professional development

This role offers a rare opportunity to enter the world of wealth management with a leading international group. You will support senior advisors in delivering sophisticated financial planning strategies while gaining direct exposure to an international client base. Through structured mentoring from experienced colleagues, you’ll be guided along a clear path to success in wealth management.Beyond technical training, you’ll be part of a culture that values curiosity, initiative, and long-term growth. The role combines analytical work with meaningful client interaction, helping you develop well-rounded expertise and preparing you for future opportunities in the wealth management industry.Your Contribution:

• Assist in preparing personalised financial reports and planning documents.
• Analyse client objectives and help shape tailored wealth solutions.
• Collaborate with tax and investment professionals to deliver holistic advice.

What We’re Looking For:

• 1+ year of experience in financial planning, investments, or related fields.
• Strong communication in English, verbal and written.
• Professional qualifications in financial planning are an advantage.

Salary & Benefits:
€36,000 – €42,000, depending on experience, plus health insurance and parking.For a confidential discussion, contact Jorge Giammattei at +356 2601 6751.I specialise in recruitment across Operations and Financial Services. If this role isn’t the right fit, I’d be glad to connect about other career opportunities.

Accelerate

More Info

Education