Permanet | Financial Advisor / Investment Advisor | Hybrid Role in Dublin
As a seasoned Investment Advisor, you will cultivate and maintain strong relationships with high-net-worth clients from our Dublin office. Your primary focus will be on educating clients about portfolio adjustments, market strategies, and their investment principles – all while delivering exceptional client service and support.
Key Responsibilities:
* Establish and nurture long-lasting client relationships by providing unparalleled service at every step.
* Maintain a high-value book of relationships, encompassing approximately €100-150 million in assets under management.
* Collaborate closely with the Investment Policy Committee, research teams, and various support departments to ensure clients receive comprehensive information.
* Pursue advanced knowledge in finance and capital markets through our rigorous training program.
Qualifications:
* A minimum of 2+ years of experience working with private clients in the banking or wealth management sector.
* A solid understanding of financial markets, concepts, and current events.
* Fluency in English (additional European languages are highly regarded).
* An empathetic, positive personality with outstanding communication skills.
* A Bachelor's Degree, Master's, or CFA certification is highly beneficial; IMC or CISI level 4 is a significant advantage.