Financial Advisor/Investment Advisor
We are seeking a highly skilled Financial Advisor/Investment Advisor to manage relationships with high-net-worth clients from our Dublin office.
Your role will focus on educating clients about portfolio changes, market strategies, and their investment philosophy while providing exceptional client service and support.
Key Responsibilities:
* Build and maintain strong client relationships, offering exceptional service every step of the way.
* Manage a high-value book of relationships, with assets valued at approximately €100-150 million.
* Collaborate with our Investment Policy Committee, research and trading teams, and several service departments to keep clients informed.
* Gain advanced knowledge in finance and capital markets through our training program.
Qualifications:
* At least 2 years of experience working with private clients in the banking or wealth management industry.
* Solid understanding of financial markets, concepts, and current events.
* Fluent English (additional European languages an asset).
* Empathetic, positive personality with excellent communication skills.
* Bachelor's Degree, Master's, or CFA is beneficial; IMC or CISI level 4 a plus.