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[15h Left] Senior Investment Consultant
4 weeks ago
Senior Investment Consultant
Job Summary
A role has opened to join Zurich as a Senior Investment Consultant, reporting to the Head of Investment Solutions. The team works with an investment focus within Zurich Life Assurance plc, based in our office in Blackrock, Co. Dublin. Zurich Life administers over €40 billion of assets on behalf of policyholders, managed predominantly by the in house active investment management team.
This role represents the opportunity to join one of Ireland’s most successful investment & fund providers, with an award-winning investment management team. The role will be to liaise with a top tier cohort of Defined Contribution pension schemes from an investment perspective, and to assist on new business development opportunities as they arise. The successful candidate will work across various business channels and alongside Zurich’s distribution partners. There will be regular and ongoing interaction with the investment management team, both front and back office. The role will feature internal training and mentoring from both a theoretical and practical perspective, with further educational support as appropriate.
This role may be available part-time or full time. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.
The role to which you are applying for is a “Controlled Function (CF)” within the meaning of the Central Bank Reform Act, 2010.
Your Role
The responsibilities:
- Assist in the production and enhancement of timely and high quality investment material, and both bespoke and standard periodic reports.
- Support Zurich’s Customer Relationship Management and Distribution teams (Retail Broker and Corporate) across various activities; including RFPs, thought leadership collateral, investment orientated events and distributor meetings.
- Build and maintain relationships with a core bank of corporate Defined Contribution employers, trustees, and consultants.
- Conduct market research and monitor prevailing investment trends in both the Irish and International Group DC market.
- Disseminate Zurich’s views on asset allocation and macroeconomic developments in a regular, thought-provoking, and timely fashion.
- Play a leading role in ensuring all relevant regulatory, governance, and compliance considerations are adhered to.
Your Skills and Experience
The Requirements:
- Five years plus experience in a similar role, or a role with a relevant skill set
- Direct experience in the Irish market is essential
- Demonstrable track record in client relationship management, with a clear investment focus.
- A strong academic background in a related field, accompanied with excellent proficiency in both Microsoft Excel and PowerPoint.
- Strong professional academic credentials (e.g. CFA, AIIPM, CFP etc)
- A strong work ethic and the ability to work autonomously as required
- A willingness to stay up to date with fast moving investment market developments
- An excellent attention to detail and superb communication and presentation skills
- Quantitatively minded and comfortable with investment metrics and datasets
- The ability to summarise and present key investment topics to an external audience
- A deep interest in all things investment.
Additional Information
Primary work location is Blackrock. Position is Dublin-based. This is a hybrid role which will require 2-3 days in office (Blackrock) per week.
If you value an exciting and varied working environment and meet the above requirements, then our recruiter is looking forward to receiving your application by clicking on the button “Apply online”.
Who we are
Zurich is one of Ireland's leading insurance companies providing a wide range of general insurance and life insurance products and services. The company employs over 1,000 people across its locations in Dublin and Wexford. Zurich is a strong brand – with our 53,000 employees worldwide form the basis of our success, helping our customers in 210 countries and territories to understand and protect themselves from risk. In order to deliver our services, we offer our employees flexible working models and interesting opportunities for further training & development. As a Zurich employee you benefit from a multitude of advantages as well as a strong culture, characterized by acceptance, diversity and team spirit. At Zurich, we foster a culture of diversity and inclusion. Our purpose and values are designed to protect, inspire confidence and help our employees reach their full potential. We value and defend what is right and promote opportunities for equity among our professionals, regardless of gender, disability, LGBTQ +, race, ethnicity, generations, belief, etc. Join Zurich and be part of this culture. Together we are committed to delivering on our purpose - Let’s Create a Brighter Future Together
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