Investment Advisor / Counsellor
Are you interested in working for a world class global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
The Opportunity:
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Ireland. Your ability to understand our clients’ needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.
The Day-To-Day
- Build long standing relationships with our clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth relationships with approximately €100-150 million in assets
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
- Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
- Gain advanced finance and capital markets education through our training program
Your Qualifications:
- 2+ years exposure to private clients within the banking/wealth management industry
- QFA or working towards QFA preferred
- A sound knowledge of financial concepts, markets, current events and the market you will service your clients in
- The ability to connect with and educate a variety of audiences
- Able to maintain positivity and empathise with clients in good times and bad
*NB: All applicants CVS will be reviewed and should your skillset match our client’s requirements, we will contact you via email / mobile. We are also happy to consider you for other open opportunities within Firstaff. If however, you object to us holding your data on file, please acknowledge via email by return.*
Contact
Paul Dooley
Managing Director
- paul@firstaff.ie
- +353 1 679 7766
-
Firstaff Personnel Consultants
85/86 Grafton Street
Dublin 2
Ireland