Location:
Dublin, Ireland
Job Category:
Banking
EU work permit required:
Yes
Job Reference:
JN-112024-1971429_1738752482
Job Views:
8
Posted:
05.02.2025
Expiry Date:
22.03.2025
Job Description:
Permanet | Investment Advisor | hybrid / Dublin
As an Investment Advisor, you’ll manage relationships with high-net-worth clients from our client's Dublin office. Your role will focus on 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:
1. 2+ years of experience with private clients in the banking or wealth management industry.
2. Solid understanding of financial markets, concepts, and current events.
3. Native Spanish and fluent English (additional European languages a plus).
4. Empathetic, positive personality with excellent communication skills.
5. Bachelor’s Degree, Master’s, or CFA is beneficial; IMC or CISI level 4 is a plus.
Please note that if you are NOT a passport holder of the country for the vacancy, you might need a work permit.
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Created on 05/02/2025 by Morgan McKinley
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