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Base pay range
Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
Our client is a European subsidiary of a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Spain as we continue our expansion in Europe.
The Opportunity:
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.
The Day-to-Day:
* Build long standing relationships with our clients, ensuring they always receive exceptional service.
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
* Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams.
* Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy.
* Gain advanced finance and capital markets education through our training program.
Qualifications:
* 2+ years exposure to private clients within the banking/wealth management industry.
* A sound knowledge of financial concepts, markets, current events and the market.
* Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial).
* Connect with and educate a variety of audiences.
* Maintain a positive personality and empathise with clients in good times and bad.
* A Bachelor's Degree, Master Degree or CFA is beneficial.
* IMC or CISI level 4 is beneficial.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Consulting, Customer Service, and Finance
Industries
* Investment Management, Investment Advice, and Financial Services
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