Investment Manager
Investment Manager
Posted on :
24-10-2024
Employer Active
1 Vacancy
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Job Description
We are currently working with an International Wealth Management firm who are looking to hire an Investment Manager to join their team in Dublin. The successful candidate will build and develop trusted relationships with current and potential clients providing investment advice and portfolio management to the client.
Role Duties:
- To look after and support client needs.
- To develop existing client relationships and build new client relationships through effective ongoing service.
- To construct & maintain suitable portfolios in line with the clients requirements circumstances tax situation and attitude to risk.
- To review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.
Requirements
- Degree or Masters in Business related area.
- Professional Qualification (QFA CFA etc).
- 3 5 years experience in private Clients within the banking/ wealth management industry.
- Understanding of the financial services industry and investment market.
- Experience of managing client investment portfolios and providing investment advice.
Benefits
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
Relationship Management QFA
Education
Business Undergraduate Degree
Employment Type
Full Time
Key Skills
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