Investment Advisor - Italian/Spanish

Promptly Recruitment; Dublin; Hybride; EUR 49 000 - 82 000; Plein temps

Avantages offerts par ce poste

Base up to €82,000 plus discretionary

Relocation support up to €10,000

Health and dental for you and dependan

28 days annual leave + holidays

Pension with company contributions

Enhanced maternity pay, gym subsidy, &

Wellbeing services

Résumé du poste

Promptly Recruitment in Dublin is seeking a multilingual client advisor for wealthy private clients, working by phone and video in Spanish or Italian. You will explain investment thinking, keep clients informed, and coordinate with investment and trading teams.

The role requires relocation to Dublin and offers hybrid work after onboarding, with a base up to €82,000 plus discretionary bonus and a comprehensive relocation package.

Qualifications

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

Responsabilités

• 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.

Connaissances

Spanish language

Italian language

English language

Formation

MiFID II advice qualification

CFA or progress towards it

Finance/Economics/Law degree

Description du poste

You are the named contact for a book of wealthy private clients, working by phone and video in Spanish or 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 Spanish or 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

• A MiFID II advice qualification from your home market:
• Spain: a CNMV-recognised certification to advise (Technical Guide 4/2017)
• QFA, CISI Level 4 (Investment Advice Diploma) or IMC
• EFPA certification: EIP, EFA or EFP
• 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.