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Consulente Finanziario

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Consulente Finanziario

Recruit UK | Certified B Corp™

Consulente Finanziario

1 month ago

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Important information


Contract type:

Permanent

Location:

Milan, Metropolitan City of Milan, Italy

Work mode:

Hybrid

Published on:

1 October 2026

What they need


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 bonus.
  • 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.

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