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Investment counsellor: forge wealth for hnw clients

Dublin
Firstaff Personnel Consultants
Counsellor
Posted: 19 March
Offer description

A global investment firm in Dublin is seeking an Investment Counsellor to manage relationships with high-net-worth clients. In this role, you'll ensure exceptional client service while managing a book of approximately €100-150 million in assets. Your responsibilities include educating clients on portfolio changes and market strategies. A minimum of 2 years' experience in banking or wealth management is preferred, along with knowledge of financial concepts. Strong relationship management skills are essential.
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