This role is based across Italy and is open to experienced financial advisers holding a current OCF registration and a valid MiFID certification. The position combines an employee contract with a separate agency contract, creating a dual-structure arrangement within branches of a global company.

The Role

The successful candidate will be placed in a branch of the global company across the national territory. The arrangement has two components running in parallel.

The first component is a permanent, vertical part-time employee contract (two days per week) in the role of branch portfolio manager. The gross annual salary for this component is €14,260, supplemented by variable remuneration governed by the Group's Remuneration Policy, and by elements covered under the National Collective Labour Agreement for Credit and second-level company agreements.

The second component is an agency contract (VAT number / partita IVA), operating exclusively for the global company, as a licensed financial adviser authorised for off-premises offer. During this time, the adviser builds and manages a selected client portfolio. A guaranteed minimum payment applies for the first six months. Additional performance bonuses are available for portfolio growth. Variable remuneration under this component is linked to portfolio profitability.

Likely Focus

Confirmed Requirements

What Is Offered

Expected Profile

• Developing and managing a loyal client portfolio within assigned branches
• Providing financial advisory services, including off-premises client engagement
• Working alongside branch directors and other senior advisers on shared objectives and incentive targets
• Participating in internal training and knowledge-sharing sessions
• Contributing to branch performance goals
• Current OCF registration (Organismo Consulenti Finanziari), including authorisation for off-premises offer
• Valid MiFID certification
• Minimum three years of experience in financial advisory with a demonstrable loyal client portfolio
• A three-year or five-year degree in economics, finance, political science, or law; or a five-year diploma in an economics or finance discipline
• Permanent vertical part-time employee contract (two days per week) with gross annual base salary of €14,260
• Variable remuneration under the agency contract linked to portfolio performance
• Guaranteed minimum income for the first six months under the agency contract
• Health coverage and supplementary pension from the date of hire
• Corporate welfare package
• Discounts on the Group's banking products and services
• Access to a Corporate Academy offering continuous professional, managerial, and cross-functional development
• Professional development initiatives and structured training programmes
• Experienced financial adviser seeking a structure that combines employed status with independent advisory activity
• Comfortable operating under both an employment contract and an agency contract simultaneously
• Able to manage and grow a client portfolio independently while working within a branch environment
• Interested in ongoing professional development and collaborative working with senior colleagues