Investment Advisor
We are seeking an experienced Investment Advisor to join our team in Dublin. As an Investment Advisor, you will be responsible for building strong relationships with high-net-worth clients and providing expert advice on financial markets and investments.
The Investment Advisor role is focused on managing relationships with high-net-worth clients from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships.
Key Responsibilities:
* Build long-standing relationships with our clients, ensuring they receive exceptional service.
* Manage a book of high-net-worth relationships with significant assets.
* Act as the conduit between our clients, research and trading departments, and several service teams.
* Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy.
* Gain advanced finance and capital markets education through our training program.
Required Skills and Qualifications:
* Minimum 2 years experience in private banking or wealth management industry.
* Sound knowledge of financial concepts, markets, and current events.
* Native English language skills (Proficiency in other European languages is beneficial).
* Able to connect with and educate various audiences.
* Maintain a positive personality and empathise with clients in good times and bad.
* Bachelor's Degree, Master Degree, or CFA is beneficial.
Benefits:
* 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
* 28 days annual leave, plus up to 11 paid holidays.
* Enhanced maternity pay package with top-up to full base pay for eligible employees.
* Fertility benefit.
* Retirement pension plan with company contribution.
* Monthly gym subsidy.
* Employee Assistance Program and other emotional wellbeing services.