Investment Advisor - Italian

Promptly Recruitment; Dublin; Presencial; EUR 74.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Relocation support

Health and dental for you and depend •

28 days annual leave

Pension with strong companyContrib

Enhanced maternity pay

Gym subsidy and wellbeing services

Structured training and clear career路径

Descripción de la vacante

Promptly Recruitment in Dublin city centre is seeking an Italian-speaking client advisor to service wealthy private clients by phone and video. You will explain portfolio decisions, update on markets, and stay aligned with clients' long-term plans.

The role is office-based initially with hybrid options later. You will build long-term relationships, deliver high-quality service, and coordinate with investment, research, and trading teams.

Formación

• Native or fluent Italian, plus fluent English.
• 2+ years working directly with private or personal banking clients.
• Good knowledge of financial markets.
• The ability to explain complex ideas simply.
• A calm, client-focused manner.
• Willingness to relocate to Dublin.

Responsabilidades

• Build long-term relationships with clients and give them consistently high service.
• Update clients on their portfolios, the markets and the firm’s outlook, in plain language.
• Act as the link between clients and the firm’s investment, research, trading and service teams.
• Support clients through volatile markets and keep them focused on their long-term plans.
• Complete an in-depth training programme in capital markets and the firm’s investment approach.

Conocimientos

Italian

English

Client relations

Explain complex ideas

Relocation to Dublin

Educación

Finance/economics degree (adv)

CFA/IMC/QFA (adv)

CISI Level 4 (Adv)

Descripción del empleo

You are the named contact for a book of wealthy private clients, working by phone and video in Italian. The firm’s investment team makes the portfolio decisions. You explain the thinking behind them and keep clients informed and confident in every market. A separate sales team brings in new clients.

What you’ll do

• Build long-term relationships with clients and give them consistently high service
• Update clients on their portfolios, the markets and the firm’s outlook, in plain language
• Act as the link between clients and the firm’s investment, research, trading and service teams
• Support clients through volatile markets and keep them focused on their long-term plans
• Complete an in-depth training programme in capital markets and the firm’s investment approach

What you’ll need

• Native or fluent Italian, plus fluent English
• 2+ years working directly with private or personal banking clients
• Good knowledge of financial markets
• The ability to explain complex ideas simply
• A calm, client-focused manner
• Willingness to relocate to Dublin

An advantage

• QFA, CISI Level 4 (Investment Advice Diploma) or IMC
• CFA, or progress towards it
• A degree or master's in finance, economics, business or law
• A further European language

The package

• Base up to €82,000 plus discretionary bonus
• Financial relocation support of up to €10,000
• Fully paid health and dental for you and your dependants
• 28 days annual leave plus public holidays
• Generous pension with strong company contributions
• Enhanced maternity pay, gym subsidy and wellbeing services
• Structured training and clear career routes into management and specialist roles

Location:

Dublin city centre. Office-based to start, with hybrid working possible later depending on role, tenure and performance.