About the Company
We are a leading investment firm that prioritizes strong client relationships and financial expertise. If you're passionate about helping clients understand their investments and build a secure financial future, we want to hear from you.
Our team is looking for a dedicated Investments Relationship Manager (Italian) in Dublin to support high-net-worth clients in Spain.
About the Role
As an Investments Relationship Manager (Italian), you'll work closely with clients, staying up-to-date on financial markets and guiding them through changes. You will report to a Team Manager who will support your growth and development.
Responsibilities
* Develop and nurture meaningful relationships with clients, delivering tailored support to meet their needs.
* Oversee a portfolio of high-net-worth clients with assets ranging from €100-150 million.
* Serve as a key point of contact, connecting clients with our investment policy, research, and trading teams.
* Regularly update clients on market developments, portfolio adjustments, and our strategic approach to investing.
Qualifications
* A minimum of 2 years of experience working with private clients in the banking or wealth management industry and over 6 years' work experience.
* Solid knowledge of financial concepts, markets, and current events.
* Fluent in Italian and English (other European languages are a bonus).
* Positive, empathetic, and patient, especially during uncertain market conditions.
* Bachelors or Masters degree, CFA, IMC, or CISI Level 4 is a plus.
Benefits
* 100% coverage of medical and dental premiums for you and your dependents*
* Comprehensive medical and dental plans
* 28 days of annual leave
* Pension plan with 9% company contribution, plus up to 5% matching
* Supportive, collaborative environment with ongoing training
* Monthly gym subsidy*