Senior Portfolio Manager- Dublin

1 month ago

Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full time

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. Cantor Fitzgerald has offices and trading desks in all major financial service centres throughout the world. We specialise in equities, Investment Banking, Real Estate, Fixed Income and Currencies. Cantor Fitzgerald’s affiliate businesses include: BGC Group Inc. (BGC), Newmark (NMRK), and GFI Group (GFI). Cantor Fitzgerald Ireland provides a full suite of investment services, primarily wealth management, fund management, debt capital markets and corporate finance. An exciting opportunity has arisen for a Wealth Consultant/Advisor to work with our team in Dublin.

Position Overview

The role requires someone who is self-motivated and experienced portfolio manager. The successful candidate will deal with an existing book of Cantor Fitzgerald clients and will also be expected to generate new business for the firm over the medium term. The individual shall always place the interests of the client always to the fore. Relationship building is critical to this role and is a corner stone to growing business and the retention of business for the firm. Forging strong relationships with the other teams in Cantor Fitzgerald to help bring the brand to a wider audience will also be critical.

Key Responsibilities

• Managing the development of long-term client relationships with customers in line with Cantor Fitzgerald Ireland investment strategy and market view.
• Delivery of wealth management advice to existing Cantor Fitzgerald clients focusing on providing solutions in areas such as Retirement Planning, Pensions and overall Wealth Management
• Plan to deliver new business to Cantor Fitzgerald from existing client or professional service firm relationships subject to normal contractual requirements.
• Managing all service requirements and subsequent delivery to all private, corporate and
• Developing new business opportunities and generating wider revenue streams with existing clients via Cantor Fitzgerald Ireland.
• Managing the cross-selling of product delivery capabilities, including pensions, structured products, life products, Cantor Fitzgerald Ireland equity funds etc.
• Ensuring familiarity with Cantor Compliance and Employee policies and manuals.
• Ensuring adequate competency levels, formal and informal, for services offered or product sold.
• Promoting the good name and standing of Cantor on all occasions
• Participating in all technical and other training courses organised by the Company.
• Participating in ad hoc groups formed to improve company procedures and service standards.
• Assisting in presentations to new business leads and current clients regarding Cantor Fitzgerald Ireland product offerings (Equity, Bonds, Property, EIIS, Investment Bonds, Loan Notes etc.), investment philosophy and market view.
• Creating an annual business plan, including relationship plans for fee and fee growth and assets under management targets.
• Client entertainment – proactive involvement with client base in terms of social events, sporting events and investment seminars

• Strong understanding of investment markets and portfolio management including (but not limited to)
o Equities (including direct stocks)
o Bonds (Govt & Corp)
o ETFs, REITs, Trusts, Multi Asset Funds
o Private Equity / Unquoted / Loan Notes / EIIS
o Pensions
• Excellent oral and written communications skills are required
• Excellent presentation skills are important
• Attention to detail is exceptionally important for the role
• Ability to show initiative and work within in team
• High level of proficiency in MS Word, Excel, Outlook and PowerPoint
• The ability to liaise with Cantor Fitzgerald’s various teams including Retail Stockbroking, Product Development, Corporate Finance, Cantor Fitzgerald Asset Management (CFAM) and Marketing, to successfully convert leads into business.
• Meet Central Bank requirements for Minimum Competency and Fitness and Probity.

Key Qualifications

• Degree in Business/Finance studies
• Minimum Competency achieved in accordance with MCC Central Bank of Ireland.
o QFA,
o Registered Stockbroker,
o APA (Savings & Investments).
• This is a Control Function role under the Central Banks Fitness & Probity standards.
• Minimum 10 years experience in a similar role
Under The Central Bank of Ireland’s (CBI) Individual Accountability Framework (IAF) established under
The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as a Control Function
holder, you have a Duty of Responsibility under the CBI Common Conduct Standards. These standards include:
• acting with honesty and integrity,
• acting with due skill, care and diligence,
• co-operating in good faith and without delay with the Central Bank of Ireland
• acting in the best interest of customers and treating them fairly and professionally
• operating in compliance with standards of market conduct and trading venue rules

This role is a CF-3, CF-4 and CF-10 designation under the Central Bank’s Fitness & Probity standards.
CF-3 – Giving of advice to a customer of the regulated financial service provider
CF-4 – Provider CF4 Arranging a financial service for a customer of the regulated financial service
provider
CF-10 – Dealing in or having control over property of a customer of the regulated financial service
provider

Qualified applicants may write enclosing their CV to recruitment-ireland@cantor.com, quoting ref: Dublin – Senior Portfolio Manager

Send us your CV, in strictest confidence.

If you are looking for a unique employment experience and are driven to achieve, we want to discuss opportunities with you.

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