Investment Counsellor - Spanish Speaking
I am working with my client, a Global Investment Manager to appoint an Investment Counsellor, Spanish speaking.
This person will focus on managing relationships with high-net-worth clients in Spain from their office in Dublin. No sales targets involved.
The Role
* Build long standing relationships with our clients, ensuring they always receive exceptional service
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets
* Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
* Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
* Gain advanced finance and capital markets education through our training program
Qualifications:
* 2+ years exposure to private clients within the banking/wealth management industry
* A sound knowledge of financial concepts, markets, current events and the market
* Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
* A Bachelor's Degree, Master Degree or CFA is beneficial
* IMC or CISI level 4 is beneficial
Contact me for further details on the great basic salary and benefits.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning, Finance, and Sales
Industries
Financial Services and Investment Management
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