Investment Advisor - Italian/Spanish

The role

You are the named contact for a book of wealthy private clients, working by phone and video in Spanish or Italian. The firm’s investment team makes the portfolio decisions. You explain the thinking behind them and keep clients informed and confident in every market. A separate sales team brings in new clients.

What you’ll do

• Build long-term relationships with clients and give them consistently high service
• Update clients on their portfolios, the markets and the firm’s outlook, in plain language
• Act as the link between clients and the firm’s investment, research, trading and service teams
• Support clients through volatile markets and keep them focused on their long-term plans
• Complete an in-depth training programme in capital markets and the firm’s investment approach

What you’ll need

• Native or fluent Spanish or Italian, plus fluent English
• 2+ years working directly with private or personal banking clients
• Good knowledge of financial markets
• The ability to explain complex ideas simply
• A calm, client-focused manner
• Willingness to relocate to Dublin

An advantage

• A MiFID II advice qualification from your home market:
• Spain: a CNMV-recognised certification to advise (Technical Guide 4/2017)
• Italy: an OCF exam pass, or registration on the albo unico dei consulenti finanziari
• QFA, CISI Level 4 (Investment Advice Diploma) or IMC
• EFPA certification: EIP, EFA or EFP
• CFA, or progress towards it
• A degree or master’s in finance, economics, business or law
• A further European language

The package

• Base up to €82,000 plus discretionary bonus
• Financial relocation support of up to €10,000
• Fully paid health and dental for you and your dependants
• 28 days annual leave plus public holidays
• Generous pension with strong company contributions
• Enhanced maternity pay, gym subsidy and wellbeing services
• Structured training and clear career routes into management and specialist roles

Location: Dublin city centre. Office-based to start, with hybrid working possible later depending on role, tenure and performance.