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:
Naturally operates in an advisory first manner,Has experience in investment management,Can support the managing partner on key clients, andOver 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 (******) and Jodie and her team will take things from there.
Simple.
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