About the Company Are you ready to grow your career with a top investment firm that values client relationships and financial expertise?
Do you have a passion for helping clients understand their investments and build a secure financial future?
I am looking for a dedicated Investments Relationship Manager (Italian) to join the team in Dublin, supporting high-net-worth clients in Spain.
This role is perfect for someone who enjoys building meaningful relationships and providing an exceptional client experience.
About the Role As an InvestmentsRelationship Manager (Italian) , youll work closely with clients, helping them understand their portfolios, staying up-to-date on financial markets, and guiding them through changes.
You will report to a Team Manager whos there to support your growth and development.
Responsibilities Develop and nurture meaningful relationships with clients, delivering tailored support to meet their needs.
Oversee a portfolio of high-net-worth clients with assets ranging from €100-150 million.
Serve as a key point of contact, connecting clients with our investment policy, research, and trading teams.
Regularly update clients on market developments, portfolio adjustments, and our strategic approach to investing.
Qualifications A minimum of 2 years of experience withprivate clients in the banking or wealth management industry and over6 years' work experience Solid knowledge of financial concepts, markets, and current events.
Fluent in Italian and English (other European languages are a bonus!).
Positive, empathetic, and patientespecially during uncertain market conditions.
Bachelors or Masters degree, CFA, IMC, or CISI Level 4 is a plus.
Benefits 100% coverage of medical and dental premiums for you and your dependents* Comprehensive medical and dental plans 28 days of annual leave Pension plan with 9% company contribution, plus up to 5% matching Supportive, collaborative environment with ongoing training Monthly gym subsidy* *Questa posizione ideale per chi parla spagnolo ed interessato al settore finanziario.
Se hai domande o desideri maggiori informazioni sulla posizione, non esitare a contattarmi.