
Financial Portfolio Manager
1 week ago
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
- 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
- 28 days annual leave, plus 11 paid holidays
- Enhanced maternity pay package
- $10,000 fertility benefit
- Retirement pension plan
- Monthly gym subsidy
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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