Financial Portfolio Manager

1 week ago


Dublin, Dublin City, Ireland beBeeInvestment Full time €90,000 - €120,000
Financial Portfolio Manager

This is a unique opportunity to join our team as a Financial Portfolio Manager, where you will be responsible for managing relationships with high-net-worth clients in Italy. As a key member of our team, you will provide exceptional client service, educate clients on financial markets and investments, and build long-lasting relationships.

The Role:
  • Build strong relationships with high-net-worth clients in Italy
  • Manage a portfolio of approximately €100-150 million in assets
  • Be the point of contact between clients, investment committee, research and trading departments, and service teams
  • Proactively update clients on portfolio changes, financial markets, and market strategy
Requirements:
  • 2+ years experience in private banking/wealth management
  • Solid knowledge of financial concepts, markets, and current events
  • Native Italian and native or fluent English language skills
  • Able to connect with and educate various audiences
Benefits:
  • 28 days annual leave, plus 11 paid holidays
  • Enhanced maternity pay package
  • $10,000 fertility benefit
  • Retirement pension plan
  • Monthly gym subsidy
About Us:

We are a global investment firm that puts clients first, providing unmatched service and taking a personalized approach to investing. We offer an array of benefits to help our employees meet their long-term goals.



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