Investment Management Assistant
A new opportunity has arisen for an Investment Management Assistant to join a leading global Wealth Management and Financial Planning firm in Dublin. This is a fantastic chance to take a significant career step in your investment management or financial planning journey.
About the Role
This is a brand new, full-time permanent position that will see the successful individual take on a client-facing, technical role within the wealth management team.
Your Responsibilities
* Support the investment managers in producing portfolio proposals, pitches, and relevant administration.
* Manage account opening processes from prospect to onboarded client.
* Contribute to business development through adherence to client processes and procedures.
* Prepare client documents for investment management teams and intermediaries.
Requirements
* 1-2 years' experience in a support role within banking or financial services.
* Desire to attain financial advisor certification.
* Degree-level qualification in a relevant field of study (Business, Finance, or similar).
* Excellent analytical, communication, and teamwork skills.