Direct message the job poster from Barden
Barden is proud to partner with an esteemed Wealth Management Firm located in the heart of Dublin. With a commitment to advising and supporting a diverse clientele of over 200 individuals, families, charities, and pension funds across the country, our client is seeking a Private Client Portfolio Manager to join their team on a full-time basis.
ABOUT THE ROLE:
Our client is looking for an experienced finance professional (ideally CFP, but QFA will be considered) who: Naturally prioritizes a client-first advisory approach, has a strong background in investment management, can support the managing partner with key client relationships, and is eager to contribute to the growth and evolution of the firm over time.
THE IDEAL PERSON WILL:
* Possess excellent problem-solving abilities.
* Be able to engage seamlessly with high-net-worth individuals.
* Be well-regarded within the broader market.
THIS OPPORTUNITY IS DESIGNED TO PROVIDE:
* Flexibility and Balance: Enjoy a balanced work-life dynamic while contributing effectively to the business.
* Professional Development: Experience valuable growth in areas like client acquisition, proposition development, and diverse advisory work.
* Autonomy: Take charge of decisions and lead key initiatives.
Ready to achieve both personal and professional growth? Hit apply or contact Jodie Meehan (jodie.meehan@barden.ie) and Jodie and her team will take things from there. Simple.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
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