Barden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.
The ambition is for a tenured finance professional (CFP ideally, QFA can be considered) to join the team who:
1. Naturally operates in an advisory first manner,
2. Has experience in investment management,
3. Can support the managing partner on key clients, and
4. Over time, can naturally be a part of the growth of the firm.
This person will need to be smart, a confident communicator, credible when engaging with high-net-worth individuals and have a good reputation in the broader market.
This opportunity offers flexibility and autonomy, allowing the right person to have a broader impact on the business and have it work with their life. Additionally, this role offers valuable learning experiences, including client acquisition, proposition development, a wide breadth of advisory work, and autonomy in decision-making.
Curious? You should be. Hit apply or contact Jodie Meehan (jodie.meehan@barden.ie) and Jodie and her team will take things from there. Simple.
#J-18808-Ljbffr