Salary Competitive salary and benefits package
Date Opened 03/02/2026
Job Type Full time
Work Experience 1-3 years
City Dublin
Province Dublin
Country Ireland
Postal Code D
About Us
Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe.
Covering sectors such as:
Accounting and Finance
Asset and Wealth Management
Aircraft Leasing
Energy and Infrastructure
ESG and Sustainability
Investment Banking
Private Equity
Risk and Compliance
Job Description
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 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
Requirements of this
Investment Associate
Job:
Degree or Masters in Business related area
2-3 years industry experience
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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