Consulente Finanziario (Milano)

Consulente Finanziario (Milano)

04 ott
|
Recruit UK
|
Milano

04 ott

Recruit UK

Milano

Consulente Finanziario - Italian Financial Adviser The Opportunity:

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.

As an Investment Counsellor, you’ll be responsible for building and maintaining long-term relationships with Italian private clients, providing an exceptional level of service and helping clients understand their investment strategies 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.
- This role is based in Dublin, so candidates should be willing and able to work from the Dublin office.

What’s on Offer:

- Salary up to €82,000, depending on experience, plus performance-related premio.
- Relocation expenses covered.
- 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.
- Comprehensive benefits package.

📌 Consulente Finanziario (Milano)
🏢 Recruit UK
📍 Milano

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