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Building strong investment relationships

Dublin
beBeeInvestment
Posted: 5 February
Offer description

Client Relationship Specialist Opportunity

We are partnering with a leading global investment management firm to identify talented finance professionals for its European operation.

This role is suited to individuals who are ready to advance their careers by specialising in client advisory work across financial markets and investments.

* This opportunity is ideal for candidates who enjoy building strong relationships, delivering exceptional client service, and developing deep expertise in investment strategy.

A key responsibility of the Client Relationship Specialist will be to manage relationships with high-net-worth clients. The focus will be on understanding client goals, clearly explaining portfolio decisions, and building long-term trusted relationships. You will also work closely with a Team Manager who will support your ongoing development.
Candidate Profile


* At least 2 years' experience working with private clients in banking, wealth management or a related sector

* Strong understanding of financial markets, economic trends and core investment principles

* Fluent English is essential – additional languages such as Dutch, Spanish or Danish may also be beneficial

* Possitive attitude towards work coupled with resilience and empathy when dealing with various types of customers

The ability to speak multiple languages would definitely come handy. Considerable knowledge about Mi FID certification training or equivalent CFA or similar professional education can give you competitive edge!

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