Portfolio Specialist

6 days ago


Dublin, Dublin City, Ireland beBeeInvestment Full time €70,000 - €120,000
Role Overview

Foster long-standing relationships with high-net-worth clients, providing exceptional service and educating them on portfolio changes.

Key Responsibilities:
  • Manage a book of high-net-worth relationships with assets exceeding €100-150 million
  • Serve as the conduit between clients, investment policymakers, research and trading departments, and service teams
  • Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy
Qualifications:
  • Minimum 2 years of exposure to private clients within the banking/wealth management industry
  • QFA or working towards QFA preferred
  • A sound understanding of financial concepts, markets, current events, and client servicing
  • The ability to connect with and educate various audiences
Why Our Organization:

Prioritize client needs, deliver unmatched service, and take a personalized approach to investing. Enjoy a collaborative work environment with ongoing training, educational support, and employee appreciation initiatives.


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