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Investment counselor

Dublin
Worldwiders Recruitment
Counselor
Posted: 15 January
Offer description

Are you a
Nordic-speaking investment professional
looking to grow your career within a globally respected investment organization? This role offers the chance to work closely with high-net-worth clients while building long-term, trust-based relationships in an international environment.

Our client is a
privately owned international investment management firm
with more than
€90 billion under management
, supporting private clients and institutional investors across Europe. The firm focuses on long-term, discretionary portfolio solutions and is continuing to expand its European presence.

Your Role

As an Investment Counselor, you will act as a
dedicated relationship manager
for high-net-worth Nordic clients, serving as their primary point of contact and trusted advisor.

Your responsibilities will include:

* Managing and developing a portfolio of private clients with assets typically ranging between
€100–150 million
* Building strong, long-term client relationships based on trust, clarity, and consistency
* Acting as the link between clients and internal teams such as investment research, portfolio management, and trading
* Providing clear, timely communication on portfolio performance, market developments, and investment positioning
* Helping clients understand market movements and long-term investment strategies
* Taking part in structured training and mentoring programs to further develop technical and market expertise

What We're Looking For

* 2–4 years of experience
in private banking, wealth management, or private client advisory
* Bachelor's or Master's degree (strongly preferred)
* CFA qualification (completed or in progress) is advantageous
* IMC or CISI Level 4 certification is a plus
* Solid understanding of financial markets, macroeconomic trends, and Nordic client expectations
* Native Danish speaker
(other Nordic languages considered depending on profile) with fluent English
* Strong interpersonal skills and the ability to explain complex financial topics in a clear, client-friendly way
* High level of professionalism, empathy, and relationship-management capability
* Strong organizational skills with the ability to manage multiple priorities effectively

What's On Offer

* Full coverage of supplemental medical and dental insurance for employees and eligible dependents
* 28 days of annual leave
, increasing to 30 days with tenure, plus the option to purchase extra days
* Annual health checks for you and your dependents
* Employer pension contribution of
9%
, with the option for additional matched contributions
* Choice of two pension schemes
* Monthly fitness subsidy and access to an interest-free public transport season ticket loan
* Cycle-to-work scheme and optional travel insurance
* Supportive, collaborative work environment with a strong focus on employee wellbeing
* Continuous learning, professional development, and long-term career progression
* Enhanced maternity benefits (subject to service requirements)
* Regular company events and employee recognition initiatives

Step into a role where you can make a meaningful difference in your clients' financial futures while advancing your own career in a high-performance environment.

Worldwiders Global Recruitment

Worldwiders is a global B2B recruitment company specializing in executive search and specialist recruitment, connecting top talent with prestigious opportunities worldwide. With over 5000 successful placements and 400+ partners across 40+ countries, we provide tailor-made recruitment solutions that drive both career growth and organizational success.

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