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High-net-worth client relationship manager

Dublin
beBeeInvestment
Client relationship manager
Posted: 21 August
Offer description

Investment Opportunity

A European investment management firm is seeking motivated candidates with finance backgrounds to join their team as Investment Counsellors.

The role is focused on managing relationships with high-net-worth clients and providing exceptional service. You will be responsible for understanding client needs, educating them on portfolio changes, and building long-standing relationships.


Key Responsibilities:

* Manage a book of high-net-worth relationships
* Be the conduit between clients, research, and trading departments
* Update clients on portfolio changes and financial markets
* Gain advanced finance and capital markets education through training programs


Requirements:

To succeed in this role, you will need:

* 2+ years of experience in private client-facing roles within banking or wealth management
* Solid knowledge of financial concepts and current events
* Native Dutch and native or fluent English language skills
* Ability to connect with diverse audiences and maintain a positive personality
* MI-FID certification or equivalent
* Optional: CFA or similar education


Benefits:

This role offers a comprehensive benefits package, including:

* 100% paid premiums for top-tier healthcare and dental plans
* 28 days annual leave with option to purchase additional days
* Enhanced maternity pay package
* $10,000 fertility benefit (local currency equivalent)
* Pension plan with 9% company pension contribution
* Monthly gym subsidy
* Employee Assistance Program


About Us:

This investment management firm prioritizes client satisfaction, provides unmatched service, and takes a personalized approach to investing.

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