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Financial portfolio advisor

Dublin
beBeeClient
Will advisor
Posted: 8 February
Offer description

Investment Counsellor Opportunity

The Investment Counsellor role is a pivotal position within our European subsidiary, focusing on managing relationships with high-net-worth clients in Denmark from our Dublin office.

You will be the primary point of contact for these clients, ensuring they receive exceptional service and tailored investment advice. Your ability to understand their needs and educate them on portfolio changes will be crucial to your success in this role.

* Build long-standing relationships with high-net-worth clients in Denmark.
* Manage a book of approximately €100-150 million in assets.
* Serve as the conduit between clients, research departments, trading teams, and several support teams.
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