Italian‑Speaking Relationship Manager – Wealth Management

About the role

We are seeking an Italian‑speaking Relationship Manager to serve private clients of a Luxembourg‑based investment firm. You will act as the primary contact for a portfolio of Italian‑language investors, helping them achieve their financial goals through tailored investment solutions.

Key responsibilities

• Manage and develop an existing portfolio of Italian private clients and investors.
• Build trusted, long‑term advisory relationships and act as a primary point of contact.
• Assess clients' financial situations, investment objectives and risk profiles.
• Present and explain investment opportunities, focusing on bonds, fixed‑income products and discretionary portfolio management.
• Collaborate with Portfolio Managers and Investment Specialists to deliver customized recommendations.
• Support client onboarding, conduct regular account reviews and maintain ongoing relationship activities.
• Ensure compliance with internal policies and applicable regulatory requirements.

Required profile

• Previous experience as a Relationship Manager, Client Adviser, Investment Adviser or Private Banker.
• Strong knowledge of financial markets and investment products, especially fixed‑income and discretionary solutions.
• Proven ability to discuss and promote bonds, fixed‑income products and wealth‑management strategies.
• Excellent relationship‑building and client‑retention capabilities.
• Fluent in Italian (native) and English; French is a plus.

Required skills

What we offer

• Stable and established client portfolio.
• Direct access to investment specialists and portfolio management teams.
• International and entrepreneurial working environment.
• Attractive remuneration package with long‑term career opportunities.