Private Wealth Advisor (Italian/Spanish) – Dublin

Promptly Recruitment; Dublin; Hybrid; EUR 49,000 - 82,000; Full time

Benefits offered by this job

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

Job summary

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.

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

Spanish language

Italian language

English language

Education

MiFID II advice qualification

CFA or progress towards it

Finance/Economics/Law degree

Job description

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.