Permanet | Financial Advisor / Investment Advisor | Hybrid
Dublin-based role managing relationships with high-net-worth clients, focusing on education and top-tier client service.
Key Responsibilities:
* Build and maintain strong client relationships, offering exceptional service at every step.
* Manage a high-value book of relationships with approximately €100-150 million in assets.
* Collaborate with teams to keep clients informed and gain advanced knowledge in finance and capital markets through our training program.
Qualifications:
* 2+ years of experience 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 personality with excellent communication skills.
* Bachelor's Degree, Master's, or CFA is beneficial; IMC or CISI level 4 is a plus.