Italian-Speaking Private Client Investment Advisor Dublin

Promptly Recruitment; Dublin; On-site; EUR 74,000 - 90,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Italian

English

Client relations

Explain complex ideas

Relocation to Dublin

Education

Finance/economics degree (adv)

CFA/IMC/QFA (adv)

CISI Level 4 (Adv)

Job description

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.