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Investment advisor - financial services

Dublin
beBeeFinance
Investment advisor
Posted: 30 January
Offer description

Job Opportunity

Finance professionals with a passion for providing exceptional client service are sought after by our global investment firm. As an Investment Counsellor, you will be responsible for building long-standing relationships with high-net-worth clients and managing a book of approximately €100-150 million in assets.




Responsibilities:



1. Build strong client relationships ensuring they receive top-notch service

2. Serve as the liaison between clients, research departments, trading teams, and various support teams

The proactively keep clients informed on portfolio changes, financial market trends and company strategy

Gain advanced finance education through our training program

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