Investment Advisory Role
This is an exciting opportunity to join our team as an Investment Advisor, where you will play a key role in managing relationships with high-net-worth clients.
As an Investment Advisor, your primary responsibility will be to understand our clients' needs and educate them on the reasoning behind portfolio changes. You will work closely with our research and trading departments to ensure that our clients receive exceptional service and tailored investment advice.
We are looking for candidates with 2+ years of experience working with private clients within the banking/wealth management industry. A sound knowledge of financial concepts, markets, current events, and the ability to connect with and educate a variety of audiences is essential for this role.
Responsibilities:
* Build long-standing relationships with high-net-worth clients
* Manage a book of high-net-worth relationships with assets ranging from €100-150 million
* Act as a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
* Proactively update clients on portfolio changes, financial markets, and market strategy
Qualifications:
* 2+ years exposure to private clients within the banking/wealth management industry
* QFA or working towards QFA preferred
* Sound knowledge of financial concepts, markets, and current events
* Ability to connect with and educate a variety of audiences
Benefits:
* 100% paid premiums for supplemental healthcare and dental plans
* 28 days annual leave, plus 11 paid holidays
* Enhanced maternity pay package
* Retirement pension plan with company pension contribution