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Hnw investment counselor & client relations

Dublin
Fisher Investments
Counselor
Posted: 20h ago
Offer description

A leading investment management firm in Dublin seeks an Investment Counsellor to manage high-net-worth clients and provide tailored financial education. The role involves building and maintaining long-term client relationships, updating clients on market strategies, and managing significant assets. Candidates should have a minimum of 2 years' experience in banking or wealth management, with preference for those pursuing QFA accreditation. Exceptional service and client understanding are key to success in this position.
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