
Portfolio Specialist
6 days ago
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
- 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
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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Portfolio Specialist
2 weeks ago
Dublin, Dublin City, Ireland KONE Full timeJoin to apply for the Portfolio Specialist role at KONE2 days ago Be among the first 25 applicantsJoin to apply for the Portfolio Specialist role at KONEPurposeThe Portfolio Specialist role exists in KONE branch/region or central offices. The purpose of the role is to take care of core 1 and core 2 maintenance customers by upselling KONE Maintenance...
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Portfolio Specialist
3 weeks ago
Dublin, Dublin City, Ireland Kone México Full timeThe Portfolio Specialist role is based in a KONE branch, region, or central office.The role involves managing core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations to meet customer needs proactively.The Portfolio Specialist also supports maintenance and operational teams by creating tender...
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Portfolio Specialist
2 weeks ago
Dublin, Dublin City, Ireland Kone Plc Full timeThe Portfolio Specialist role exists in KONE branch/region or central offices.The purpose of the role is to take care of core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations ensuring that we respond to their requirements and support them proactively.The Portfolio Specialist also supports...
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Food Portfolio Specialist
2 weeks ago
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Equity Portfolio Manager
1 week ago
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Strategic Portfolio Manager
1 week ago
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Strategic Portfolio Manager
1 week ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €50,000 - €70,000Job Title:Investment SpecialistRole Overview:The Investment Specialist plays a crucial role in asset management, focusing on two main areas: portfolio development and client engagement.Portfolio activities involve delivering high-quality information and material around products and portfolios. This includes preparing, enriching, and updating content, as well...
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Strategic Portfolio Manager
1 week ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €90,000Job OverviewWe are partnering with a global alternative asset manager on a high-performing search mission. This is an exceptional opportunity to contribute to a specialist team responsible for monitoring a global investment portfolio.As a key member of the team, you will be working closely with our experienced professionals to deliver outstanding results.
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Portfolio Revenue Specialist
2 weeks ago
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Insurance Portfolio Manager
7 days ago
Dublin, Dublin City, Ireland beBeeCareer Full time €45,000Personal Lines Insurance SpecialistWe are seeking a skilled and experienced Personal Lines Insurance Specialist to join our team. This role offers a unique opportunity to manage your own portfolio of clients, handling renewals, new business, and mid-term adjustments.About the PositionThe successful candidate will be responsible for providing expert advice...