Overview
We are currently working with a leading Wealth Management firm who are looking to hire an
Investment Associate
to join their team in Dublin.
The ideal candidate will have an interest and understanding of investments and a strong client focus.
Responsibilities
Responsibilities of this
Investment Associate
Job:
Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships
Identifying revenue potential and opportunities to cross-sell the firm\'s services
Execute an engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews
Deal promptly and efficiently with client queries
Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately
Qualifications
Degree or Masters in Business related area
2-3 years industry experience
QFA qualification
Demonstrable interest and understanding of investments
Strong communication and presentation skills
This is an excellent opportunity for someone looking to continue to develop their career in Wealth Management.
For more information on this
Investment Associate
job or to discuss in more detail, contact Aoife Stokes at or apply directly below.
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