Investment Management Assistant
A brand new, full-time permanent opportunity has arisen in our Dublin office for an Investment Management Assistant to join our highly renowned Wealth Management team.
About the Role
This exciting position offers the successful individual a significant career step in their investment management or financial planning journey.
Key Responsibilities
* Support the investment managers in the production of portfolio proposals, pitches, and relevant administration.
* Manage account opening processes from prospect to onboarded client.
* Support continual 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).
* Highly analytical with great attention to detail.
* Excellent communication and teamwork skills.
What We Offer
* Life assurance.
* Matched pension.
* New role with speedy progression opportunities.