Are you interested in working for a world class global investment firm and looking to take the nextstep in your career in Finance? Want to become an expert in and build a career advising clients onfinancial markets and investments? Want to focus on forging strong client relationships and providingexceptional client service?The Opportunity:The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clientsin Ireland. Your ability to understand our clients' needs and educate them on the reasoning behindthe portfolio changes will be crucial to maintaining long-lasting relationships. You will report to yourTeam Manager who will aid in your professional development.The Day-To-Day:Build long standing relationships with our clients, ensuring they always receive exceptional serviceManage a book of high-net-worth relationships with approximately €100-150 million in assetsBe the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teamsProactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophyGain advanced finance and capital markets education through our training programYour Qualifications:2+ years exposure to private clients within the banking/wealth management industryQFA or working towards QFA preferredA sound knowledge of financial concepts, markets, current events and the market you will service your clients inThe ability to connect with and educate a variety of audiencesAble to maintain positivity and empathise with clients in good times and bad
#J-18808-Ljbffr