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High net worth investment professional

Dublin
beBeeInvestment
Posted: 5h ago
Offer description

We are seeking a Relationship Manager to oversee high-net-worth clients across Europe.




About the Role


A leading investment management firm based in Dublin is searching for an experienced Relationship Manager. This role requires exceptional relationship-building skills and knowledge of financial markets, as well as fluency in English and one additional European language.




Key Responsibilities


* Cultivate strong client relationships through proactive communication and personalized service;
* Analyze client needs to provide tailored portfolio recommendations;




Requirements


To be successful, candidates should possess:



liaise with cross-functional teams regarding ongoing investments;
build long-term value through customized asset allocation strategies.
----------------------------------- Please note that applicants possessing MiFID certification or CFA qualifications will have their applications given preference.

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