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High net worth financial expert

Dublin
beBeeFinancialKnowledge
Posted: 9h ago
Offer description

Investment Counsellor Role Overview This role presents a unique opportunity to build lasting relationships with high-net-worth clients and deepen financial knowledge in a collaborative environment. Key Responsibilities: * To provide exceptional service and support clients in achieving their financial objectives. * Collaborate with the team to identify opportunities for client growth and development. Required Skills and Qualifications: * Prior experience as an Investment Counsellor or related field is beneficial. * Strong understanding of investment products, strategies, and regulatory requirements. * Demonstrated ability to work effectively in a fast-paced environment with multiple priorities. =

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