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Custodian of financial relationships

Dublin
beBeeInvestment
Custodian
Posted: 14 September
Offer description

Are you seeking a career advancement in finance and looking to join a global investment firm?


The Opportunity

This role is focused on managing relationships with high-net-worth clients in Ireland.

Understanding our clients' needs and educating them on portfolio changes will be crucial to maintaining long-lasting relationships.

You will report to your Team Manager who will aid in your professional development.


The Day-to-Day

* Build long-standing relationships with our clients, ensuring they always receive exceptional service
* Manage a book of high-net-worth relationships
* Be the conduit between our clients, our Investment Policy Committee, research and trading departments, and several service teams
* Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy
* Gain advanced finance and capital markets education through our training program


Why This Role Is Rewarding

The global organisation distinguishes itself by prioritising client satisfaction, providing unmatched service, and taking a personalised approach to investing.

To support our employees' long-term goals, we offer an array of benefits:

* 100% paid premiums for top-tier supplemental healthcare and dental plans
* 28 days annual leave, plus up to 11 paid holidays
* Enhanced maternity pay package
* Fertility benefit
* A retirement pension plan, featuring a company pension contribution
* Monthly gym subsidy
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment

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