We are seeking highly motivated and experienced professionals to join our team as Investment Counsellors in Dublin. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing exceptional client service, and educating them on financial markets and investments.
The ideal candidate will have a strong finance background, a minimum of 2 years experience working with private clients in the banking or wealth management industry, and a sound knowledge of financial concepts, markets, and current events.
Our organization is committed to providing ongoing training and educational support to help you develop your skills and advance your career. We offer a collaborative working environment, a competitive salary and benefits package, and opportunities for professional growth and development.
We are an equal opportunity employer and welcome applications from candidates who share our values and commitment to excellence.
Key Responsibilities:
* Build long-standing relationships with high-net-worth clients
* Manage a book of high-net-worth relationships with assets under management
* Act as the conduit between clients, investment teams, and service teams
* Proactively update clients on portfolio changes, financial markets, and investment strategy
Requirements:
* Minimum of 2 years experience working with private clients in the banking or wealth management industry
* QFA or working towards QFA preferred
* Sound knowledge of financial concepts, markets, and current events
* Able to connect with and educate a variety of audiences
* Ability to maintain positivity and empathise with clients in good times and bad
Benefits:
* 100% paid premiums for top-tier supplemental healthcare and dental plans
* 28 days annual leave, plus 11 paid holidays
* Enhanced maternity pay package with 26 weeks' top up to full base pay
* $10,000 fertility, hormonal health, and family-forming benefit
* A retirement pension plan with company pension contribution and additional match of up to 5% of base pay
* Monthly gym subsidy of up to €50 per month
* Employee Assistance Program and other emotional wellbeing services