Job Title
Financial Advisor / Investment Advisor
Location: Dublin
About the Role:
As an Investment Advisor, you will be responsible for managing relationships with high-net-worth clients from our Dublin office.
Your key focus areas will include educating clients about portfolio changes, market strategies, and their investment philosophy, all while providing top-tier client service and support.
Key Responsibilities:
1. Build and maintain strong client relationships, offering exceptional service every step of the way.
2. Manage a high-value book of relationships, approximately €100-150 million in assets.
3. Collaborate with our Investment Policy Committee, research and trading teams, and several service departments to keep clients informed.
4. Gain advanced knowledge in finance and capital markets through our training program.
Qualifications:
* 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 a plus).
* Empathetic, positive personality with excellent communication skills.
* Bachelor's Degree, Master's, or CFA is beneficial; IMC or CISI level 4 is a plus.
Skills:
* Investments
* Financial Advisor
* Private Clients
* High-net-worth Clients