Investment Counsellor Opportunity
We are seeking a highly motivated candidate with a finance background to join our team as an Investment Counsellor.
The Role:
* Manage client relationships in Ireland, understanding their needs and providing portfolio guidance.
* Report to your Team Manager for professional development and guidance.
Key Responsibilities:
* Build long-standing relationships with clients, ensuring exceptional service.
* Act as a conduit between clients, research, trading departments, and service teams.
* Proactively update clients on portfolio changes, financial markets, and market strategy.
* Gain advanced finance education through our training program.
Requirements:
* 2+ years' experience in private client banking or wealth management.
* QFA or working towards QFA preferred.
* Sound knowledge of financial concepts, markets, and current events.
* Ability to connect with and educate various audiences.
* Able to maintain positivity and empathise with clients in all situations.
Why Join Us:
Our organisation prioritises client satisfaction, transparency, and a personalised approach to investing. Enjoy comprehensive benefits, including 100% paid healthcare premiums, generous annual leave, and a retirement pension plan.