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
6. Strong understanding of investment markets and portfolio management
7. QFA is essential
8. Registered Stockbroker
9. Excellent presentation skills are important
10. Attention to detail is exceptionally important for the role
11. Ability to show initiative and work within in team