Our client, a leading global wealth manager, is currently seeking an Investment Counsellor (\"IC\")to join their Dublin based team. This is an excellent opportunity for a client facing individual who is looking to grow their career within a global investment management firm.The IC role is focused on managing relationships with high-net-worth clients in Ireland. Your ability to understand clients' needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to a Team Manager who will aid in your professional development.The Job:Build long standing relationships with our clients, ensuring they always receive exceptional serviceManage a book of high-net-worth relationships with approximately €100-150 million in assetsBe the conduit between clients, Investment Policy Committee, research and trading departmentsProactively update clients on portfolio changes, financial markets, current market strategy and investment philosophyGain advanced finance and capital markets education through our training programThe Candidate:2+ years exposure to private clients within the banking/wealth management industryQFA or working towards QFA preferredA sound knowledge of financial concepts, markets, current events and the market you will service your clients inThe ability to connect with and educate a variety of audiencesAble to maintain positivity and empathise with clients in good times and badThe Package:Strong semi-annual bonus and full benefits package on offer with this role.If interested, please email Alan Bluett alan@thepanel.com with a current CV.
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