Job Description:
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We are seeking a skilled Financial Advisor to join our team in Dublin. As part of our continued expansion in Europe, you will play a key role in advising high-net-worth clients in Italy on financial markets and investments.
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Your primary responsibility will be to build lasting relationships with clients, providing them with exceptional service and managing a portfolio of client relationships with assets ranging from €100-150 million. You will act as the key link between clients, investment committees, research teams, and service departments, keeping them updated on portfolio adjustments, market trends, and financial strategies.
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You will have the opportunity to benefit from advanced training in finance and capital markets. To succeed in this role, you should have:
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* 2+ years of experience working with private clients in banking or wealth management in Italy
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* Strong knowledge of financial concepts, markets, and current events
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* Native Italian and fluent English language skills (additional European languages are a plus)
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* A positive and empathetic personality, with a client-first approach
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* A Bachelor's, Master's Degree, or CFA certification is an advantage
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* QFA or CISI Level 4 qualification is beneficial
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* Ability to connect with and educate a variety of audiences
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About the Company:
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The company is a growing European-based investment management firm that provides professional discretionary portfolio management services to high-net-worth clients and prestigious institutions. We offer a dynamic work environment, opportunities for career growth, and a competitive compensation package.
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Key Skills:
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* Italian Investments
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* Private Clients
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