Investment Counsellor

Recruit UK; Lombardia; Hybrid; EUR 74.000 - 90.000; Vollzeit

Zusammenfassung

Recruit UK, on behalf of a leading global investment management firm, seeks an Investment Counsellor to join its Dublin-based team. The role focuses on Italian private clients, building long-term relationships and guiding investment discussions.

You will work with internal investment, research, and client service teams, deliver market insights, and support clients with their portfolios. Fluent Italian and English are essential, with 2+ years in wealth management.

Qualifikationen

• 2+ years of experience working with private clients within wealth management or a related environment.
• Strong knowledge of financial markets and investments, with excellent communication and relationship-building skills.
• Fluent Italian and English language skills are essential.
• A relevant degree or financial qualification such as QFA, CISI or CFA would be beneficial, but not essential.

Aufgaben

• Build and maintain strong, long-term relationships with high-net-worth private clients.
• Manage a portfolio of client relationships and act as a key point of contact.
• Keep clients informed about their portfolios, market developments and investment strategies.
• Clearly communicate investment decisions and financial information in an engaging and easy-to-understand manner.
• Work closely with internal investment, research, trading and client service teams.
• Develop knowledge of financial markets, investments and portfolio management through ongoing training and development.

Kenntnisse

Client relationship management

Financial markets knowledge

Fluent Italian and English

Ausbildung

Finance degree or professional qualification

Jobbeschreibung

Investment Counsellor – Italian Private Clients

Recruit UK are working with a leading global investment management firm that is looking to appoint an Investment Counsellor to join its Dublin-based team.

This is an exciting opportunity for an experienced finance professional to develop their career within wealth management, working closely with high-net-worth private clients. You will be responsible for building and maintaining long‑term client relationships, providing an exceptional level of service, and helping clients understand their investment strategy and the wider financial markets.

The Day-to-Day:

• Build and maintain strong, long-term relationships with high-net-worth private clients.
• Manage a portfolio of client relationships and act as a key point of contact.
• Keep clients informed about their portfolios, relevant market developments and investment strategies.
• Clearly communicate investment decisions and financial information in an engaging and easy-to-understand manner.
• Work closely with internal investment, research, trading and client service teams.
• Develop your knowledge of financial markets, investments and portfolio management through ongoing training and development.

Your Qualifications:

• 2+ years' experience working with private clients within wealth management, private banking, financial services or a related environment.
• Strong knowledge of financial markets, investments and broader economic developments, with excellent communication and relationship-building skills.
• Fluent Italian and English Language skills are essential.
• A relevant degree or financial qualification such as QFA, CISI or CFA would be beneficial, but is not essential.

What's on Offer:

• Salary up to €82,000, depending on experience, plus performance-related bonus.
• Opportunity to work with high-net-worth private clients within a global investment management organisation.
• Comprehensive training and ongoing professional development.
• Collaborative and supportive working environment.
• Dublin-based office with potential hybrid working opportunities, subject to role, tenure and performance.