Investment Counsellor

4 days ago

Dublin, Dublin City, Ireland The Panel Full time
Investment Counsellor - Spanish Speaking

I am working with my client, a Global Investment Manager to appoint an Investment Counsellor, Spanish speaking.

This person will focus on managing relationships with high-net-worth clients in Spain from their office in Dublin. No sales targets involved.

The Role

  • 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

Qualifications:

  • 2+ years exposure to private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, current events and the market
  • Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
  • A Bachelor's Degree, Master Degree or CFA is beneficial
  • IMC or CISI level 4 is beneficial

Contact me for further details on the great basic salary and benefits.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Strategy/Planning, Finance, and Sales

Industries

Financial Services and Investment Management

#J-18808-Ljbffr

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