Position Overview
- Act as the primary point of contact for an existing portfolio of private and corporate clients, ensuring satisfaction and long-term retention
- Build and maintain trusted, lasting relationships with investors, the majority of whom are based across Europe
- Clearly explain the firm's investment decisions-what is bought or sold and why-translating portfolio strategy into accessible client communication
- Participate in weekly and monthly investment meetings to stay fully informed on portfolio positioning
- Represent the firm's value-investing philosophy centred on diversification and long-term conviction rather than speculation
- Where relevant, welcome opportunities to grow client relationships, though new-client acquisition is not the core mandate
- Native-level Italian speaker with strong professional English; additional European languages are a plus
- Proven experience as a client advis...