Italian-Speaking Private Client Portfolio Strategist

Darwin Hawkins; Milano; In loco; EUR 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Our Client in Dublin is seeking an Italian-speaking Private Client Portfolio Manager to join their Dublin-based team. You will manage a portfolio of private clients, delivering market insights and tailored investment discussions to help clients reach their financial goals.

The role requires 3+ years in wealth management, fluency in Italian, and a solid grasp of financial markets. You will collaborate with internal teams to provide exceptional service and build long-term client relationships.

Competenze

• 3+ years' experience working with private clients in financial services.
• Native or fluent Italian language skills.
• Strong understanding of financial markets and investments.
• Experience building and managing long-term client relationships.
• Ability to explain complex financial concepts clearly.
• MiFID qualification or regulatory training would be advantageous.
• Excellent interpersonal and stakeholder management skills.

Mansioni

• Client Relationship Management – Develop and maintain long-term relationships with a portfolio of private clients.
• Market Discussions – Communicate market developments, investment themes and broader economic trends to clients.
• Stakeholder Engagement – Act as a key point of contact between clients and internal teams.
• Client Service Excellence – Deliver a consistently high level of service through proactive engagement and communication.
• Relationship Development – Build trust and credibility with clients while supporting long-term retention initiatives.
• Market Awareness – Maintain a strong understanding of financial markets, investment solutions and industry developments.

Conoscenze

Wealth management experience

Italian language fluency

Financial markets knowledge

Relationship management

Communication of complex concepts

Interpersonal skills

Client-first attitude

MiFID/regulatory training

Descrizione del lavoro

Our Client in Dublin is seeking an Italian-speaking Private Client Portfolio Manager to join their Dublin-based team. You will manage a portfolio of private clients, delivering market insights and tailored investment discussions to help clients reach their financial goals.

The role requires 3+ years in wealth management, fluency in Italian, and a solid grasp of financial markets. You will collaborate with internal teams to provide exceptional service and build long-term client relationships.