Financial Advisor (Italian)
We are seeking a skilled Financial Advisor to join our team and support high-net-worth clients in Italy.
The Role
* Build lasting relationships with high-net-worth clients in Italy.
* Proactively update clients on portfolio adjustments, market trends, and financial strategies.
Requirements
* 2+ years of experience working with private clients in banking or wealth management in Italy.
* Strong knowledge of financial concepts, markets, and current events.
* Native Italian and fluent English language skills (additional European languages are a plus).
* Ability to connect with and educate a variety of audiences.
* A positive and empathetic personality, with a client-first approach.
* Bachelor's, Master's Degree, or CFA certification is an advantage. QFA or CISI Level 4 qualification is beneficial.
About Us
Our client is a growing European-based investment management firm that provides professional discretionary portfolio management services to high-net-worth clients and prestigious institutions.