Investment Advisor Role
This role presents a unique opportunity to join a dynamic team in Dublin, where you will be responsible for managing high-net-worth client relationships from The Netherlands. As an Investment Counsellor, you will serve as a liaison between clients, our Investment Committee, research and trading departments, and various service teams.
Key Responsibilities
* Maintain long-standing relationships with clients, ensuring exceptional service delivery.
* Manage a portfolio of approximately €100-150 million in assets.
* Act as the primary point of contact between clients, our Investment Committee, research and trading departments, and other support teams.
* Provide timely updates to clients on portfolio changes, market developments, investment strategies, and philosophy.
* Pursue advanced education in finance and capital markets through our training program.
Your Qualifications
* A minimum of 2 years of experience working with private clients within the banking/wealth management sector.
* A strong foundation in financial concepts, current events, and market analysis.
* Native Dutch language proficiency and native or fluent English skills (Proficiency in additional European languages is beneficial).
* The ability to effectively communicate complex information to diverse audiences.
* A positive personality and empathetic approach to client interactions.
* MiFID certification, training, or equivalent qualifications.
* CFA or similar education is beneficial.
Benefits and Perks
* 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their dependents.
* 28 days annual leave, plus up to 11 paid holidays.
* An enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees.
* A $10,000 fertility benefit.
* A retirement pension plan featuring a 9% company contribution of base pay and an additional company match of up to 5% of base pay.
* A monthly gym subsidy of up to €50 per month.
* An Employee Assistance Program and emotional wellbeing services.
* A collaborative work environment offering ongoing training, educational support, and employee appreciation events.
We pride ourselves on putting clients first, providing unparalleled service, and taking a personalized approach to investing.