Job Title:
Investment Portfolio Advisor.
About the Role
The role of Investment Portfolio Advisor is perfect for individuals who are passionate about building strong relationships and delivering exceptional client service. As an Investment Portfolio Advisor, you will be responsible for managing a portfolio of high-net-worth clients in Denmark while being based in Dublin. Your primary goal will be to understand your clients' financial goals and provide them with tailored investment solutions that meet their needs.
Your Key Responsibilities
* You will work closely with our team manager who will support your ongoing development.
* You should have at least 2 years experience working with private clients in banking or wealth management sector.
* A strong understanding of financial markets, economic trends, and core investment principles is essential for this role.
* We require fluent English skills along with proficiency in French Flemish Dutch language (an advantage).