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Investment counsellor - spanish speaking

Trades Workforce Solutions
Spanish speaker
Posted: 30 January
Offer description

Wealth Management | Dublin (Relocation Required)We are working with a leading global investment management firm that is continuing to grow its European hub in Dublin. Since opening in 2019, the Dublin office has grown from 8 employees to over 180, with further expansion planned.This role is ideal for a Spanish-speaking wealth or investment professional based in Spain who is open to relocating to Dublin and building a long-term international career.The Top 3 Things to Know About This Role1. This is NOT a sales roleThere is no cold calling, no targets, and no commission. Clients are already invested with the firm. Your focus is on long-term client relationships and service.2. You do NOT manage portfoliosAll investment decisions are made by a central investment team. Your role is to explain the strategy, the markets, and portfolio changes in clear, simple terms.3. You work with Spanish clients from DublinYou will manage relationships with Spanish high-net-worth clients, but you will be based in the Dublin office, which is the firm’s European headquarters.The Role – Explained SimplyAs an Investment Counsellor, you will be the main point of contact for Spanish high-net-worth clients. You will speak with clients regularly, explain how their investments are performing, discuss market developments, and support them through all market conditions.Success in this role is measured by client trust, satisfaction, and retention — not by sales.Day-to-Day ResponsibilitiesManage long-term relationships with Spanish high-net-worth clientsExplain portfolio performance, market movements, and investment strategyAct as the link between clients and internal investment, research, and operations teamsProvide clear, calm communication during market volatilityContinue to build investment and market knowledge through structured trainingAbout YouNative Spanish and fluent EnglishExperience working with private or high-net-worth clients in wealth management, private banking, or investment servicesComfortable explaining financial concepts in a clear and professional wayRelationship-focused, calm, and client-centricOpen to relocating to Dublin and working in an office-based environmentWhy Consider This Opportunity?Join a stable, well-established global investment firmBe part of a rapidly growing European hub in DublinStrong base salary and excellent benefitsStructured training and clear long-term career progressionInternational, professional working environmentLocation & Working ModelThis is an office-based role in Dublin, particularly important during the initial period for training and integration. Hybrid working may be available later, depending on tenure and performance.
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