Financial Advisor (Italian) |Permanent | Dublin / Hybrid
Are you looking to advance your career in finance with a leading global investment firm? Do you want to build expertise in advising clients on financial markets and investments while delivering exceptional service?
Our client is a growing European-based investment management firm that provides professional discretionary portfolio management services to high-net-worth clients and prestigious institutions. As part of their continued expansion in Europe, they are seeking motivated individuals to join the team as a Financial Advisor to support their Italian clients from our Dublin office.
The role
The Financial Advisor role focuses on managing relationships with high-net-worth clients in Italy. You will play a key part in educating clients on financial markets, portfolio changes, and our investment philosophy, ensuring they receive outstanding service. You'll report to a Team Manager who will support your career development.
Responsibilities:
- Build lasting relationships with high-net-worth clients, ensuring they always receive exceptional service
- Manage a portfolio of client relationships with assets ranging from €100-150 million
- Act as the key link between clients, investment committees, research teams, and service departments
- Proactively update clients on portfolio adjustments, market trends, and financial strategies
- Benefit from advanced training in finance and capital markets
Requirements:
- 2+ years of experience working with private clients in banking or wealth management in Italy
- Strong knowledge of financial concepts, markets, and current events
- Native Italian and fluent English language skills (additional European languages are a plus)
- Ability to connect with and educate a variety of audiences
- A positive and empathetic personality, with a client-first approach
- A Bachelor's, Master's Degree, or CFA certification is an advantage
- QFA or CISI Level 4 qualification is beneficial
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
