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Client:
Elevate Partners
Location:
Dublin, Ireland
Job Category:
Other
EU work permit required:
Yes
Job Reference:
7af158742af2
Job Views:
161
Posted:
21.01.2025
Expiry Date:
07.03.2025
Job Description:
We are currently working with a leading Investment Management firm who are looking to hire a Portfolio Manager (Private Clients) to join their team in Dublin. The role will be responsible for establishing new business clients and managing the successful conversion of prospective leads to become clients of the firm.
Role Duties Include:
1. Developing trusted relationships with new and existing clients through both key existing stakeholders and your own network of HNW and UNHW contacts.
2. Generating high volumes of new business development/increasing the company’s assets under management by seeking out and converting prospective leads to become clients of the firm.
3. Elevating and managing the firm's sales/client acquisition strategy, covering all existing products and distribution channels, continuously improving the client ‘journey’ experience at every touchpoint. Understanding clients’ financial objectives, tolerance for risk in a highly regulated environment and the complexities of enterprise sales.
4. Being available to travel to meet with new prospect clients, as appropriate, and work towards monthly and yearly targets related to new client acquisition.
Requirements:
1. Minimum 5 years of relevant client acquisition experience acquired preferably within financial services.
2. Strong networker with deep expertise in stakeholder management and a proven track record in people leadership.
3. The ideal candidate should have an entrepreneurial mindset: operate with the mindset of the business owner, relentlessly and proactively executing the next opportunity.
4. Be qualified as a QFA and at a minimum satisfy the minimum competency criteria as set out in the Minimum Competency Code of the Central Bank of Ireland.
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