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Client:
Elevate Partners
Location:
Dublin, Ireland
Job Category:
Other
EU work permit required:
Yes
Job Reference:
b11f5e0d8bda
Job Views:
87
Posted:
21.01.2025
Expiry Date:
07.03.2025
Job Description:
We are currently working with a leading Wealth Management firm who are looking to hire a Junior Portfolio Manager (Private Clients) to join their team in Dublin. Role Duties include:
1. Managing the development of long-term client relationships with customers in line with the firms investment strategy and market view.
2. Delivery of wealth management advice to existing clients.
3. Managing all service requirements and subsequent delivery to all private, corporate and intermediary clients under your remit.
4. Developing new business opportunities and generating wider revenue streams with existing clients.
5. Managing the cross-selling of products.
Requirements
1. Strong understanding of investment markets and portfolio management.
2. QFA is essential.
3. Registered Stockbroker.
4. Excellent presentation skills are important.
5. Attention to detail is exceptionally important for the role.
6. Ability to show initiative and work within a team.
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