Portfolio Manager- Private Clients

Key ResponsibilitiesAssisting the management team in maintaining and developing the firm's relationship with a portfolio of private clients including co-ordination of service offerings from other departments.Ensuring that the payment and return filing deadlines are met for a portfolio of private tax clients.Working with the Partners and the management team...

Working as part of a world class team at Metis Ireland, our Private Client Managers work with clients to provide a long-term financial plan that allows them to realise their dreams, goals, and aspirations.Our Private Clients Managers main focus is to foster and nurture new and existing client relationships, providing world class financial planning service at...

The Client —The Private Client Tax division stands as the preeminent and swiftly evolving team specializing in private client services in the Irish context. This adaptable group provides advisory services to private businesses, their proprietors, and high-net-worth individuals, covering a wide array of commercial and tax deliberations. These encompass...

We are currently working with a leading Wealth Management firm who are looking to hire a Junior Portfolio Manager (Private Clients) to join their team in Dublin.Role Duties include:  Managing the development of long-term client relationships with customers in line with the firms investment strategy and market view. Delivery of wealth management advice to...

Portfolio Risk ManagerElevate Partners Dublin, Ireland, Hybrid Job Type: Permanent ContractWe are looking for an experienced Portfolio Risk Manager to join our private clients division at Elevate Partners.The ideal candidate will be responsible for managing discretionary client portfolios, ensuring alignment with client mandates and Investment Committee...

Private Client Solicitor, DublinThis is a new opportunity for a private client lawyer to join a well-regarded team in Dublin.The Firm and the TeamWell-regarded firm with a great reputation for private client workFriendly close-knit team with a low staff turnover - this is a rare opportunity to joinWork will include:Wills, Probate & Administration of...

On behalf of a leading Asset & Wealth Mgmt firm in Dublin, we are looking to hire a Private Clients - Tax Manager. This position willincorporate the provision of tax and planning advice to high-net-worthindividuals and companies. The successful individual will have an interest indeveloping a career in private client wealth management using their...

Overview The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The...

Overview The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The...

Company: Mercer Description: What can you expect We are seeking a talented individual to join our newly created Catholic Investment Solutions Team at Mercer Global Investments Europe and this role will be based in Dublin. Mercer Investments, through a strategic partnership with CBIS, has established an investment offering for Catholic faith-based Investors....

Solicitor – South Dublin Our client an established law firm in South Dublin is seeking a Private Client Solicitor to join their team. This is a great opportunity that offers a good work life balance. This role is open to candidates who are interested in working in both full time and part time (Min 3 days per week) The Role: Advise on residential...

We are recruiting for Home Support Workers in the all areas of Dublin and North Kildare. The shifts on offer are HSE short shifts so, you would need to live in the area. "Please note we only accept applicants from people currently living in Ireland with a work visa if needed. We do not provide sponsorship." .IMPORTANT: If you have lived outside Ireland for...

Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director Level Our client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level...

Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...

Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...

HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients' experience using unique proprietary technology coupled with robotic...

Deloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...

At Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, tax, health and life insurance, to income protection, retirement planning and beyond. Role Purpose As the Private...

Social network you want to login/join with:From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in...

About UsFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...