Investment Strategy Advisor
2 days ago
We are seeking an experienced Investment Strategy Advisor to drive our wealth management initiatives forward.
Role Overview- Develop and implement comprehensive investment strategies tailored to the specific needs of our high net worth clients, ensuring optimal returns while minimizing risk.
- Collaborate closely with our Direct Clients team to identify opportunities for business growth, leveraging your expertise to expand our client base and drive revenue increases.
- Stay up-to-date with market trends and regulatory changes, using this insight to inform your investment decisions and ensure ongoing compliance.
- Prioritize effective communication with clients, providing clear explanations of complex investment concepts and ensuring they remain informed throughout the process.
- Strong analytical skills, with the ability to interpret complex financial data and provide actionable insights.
- Proven sales and relationship-building skills, with a demonstrated ability to build strong, lasting relationships with clients.
- Knowledge of investment markets and products, including alternative investments and tax-efficient investing strategies.
- CFP/CFA certification or equivalent is highly desirable; QFA qualification is essential.
Our bonus structure rewards your hard work and dedication, with payouts tied to performance metrics such as client satisfaction, portfolio growth, and overall business expansion.
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Investment Strategy Advisor
2 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeFisher Investments Ireland is a leading provider of professional discretionary portfolio management services for high net worth private clients and institutions. We're seeking an Investment Strategy Advisor to join our team as an Investment Counsellor, focusing on managing relationships with high-net-worth clients in Italy from our Dublin office.About the...
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Investment Risk Analyst
2 weeks ago
Dublin, Dublin City, Ireland Insight Investment Full timeCompany Overview: Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management,...
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Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Advisor Employee Services Full timeFinancial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work...
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Investment Advisor Role
1 day ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group is a leading financial planning and advisory firm based in South Dublin. We are currently seeking an Investment Advisor Role who can provide expert advice and guidance to our clients.Responsibilities:Meet with new clients and guide them through the financial planning processIdentify needs and opportunities for new businessConduct annual...
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Investment Strategy Consultant
3 days ago
Dublin, Dublin City, Ireland Spot Recruitment Full timeThis is an exciting opportunity to join a rapidly growing, independent multi-family platform as an Investment Manager.The role offers the chance to drive business growth and develop investment strategies, preparing Investment Memorandums and presenting market analysis and portfolio reviews.The successful candidate will have excellent communication and...
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Pension and Investment Advisor
3 days ago
Dublin, Dublin City, Ireland 360 Search Full timeKey Responsibilities:Full financial reviews and advice on pension, protection, investment, and savings policies.Discuss and explain all recommendations clearly to clients, addressing any questions or concerns they may have.Build and maintain lasting professional relationships with clients through regular communication and support.As a Financial Advisor with...
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Investment Director
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe are delighted to partner exclusively with an international Private Equity firm to appoint an Investment Director to its Dublin based Investment team. THE ROLE: Build an investable transaction pipeline of direct private equity investments into energy transition businesses Develop a coordinated origination strategy based on the identified...
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Investment Analyst
4 weeks ago
Dublin, Dublin City, Ireland Fire Financial Services Limited Full timeWorking directly for the family office, the role of Investment Analyst has broad accountability with involvement in many areas of investment (early stage & funds), private banking and payments/fintech businesses.Via the family office primary investment vehicle Payvation Limited, the role of the Investment Analyst involves working in the following areas:-...
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Business Strategy Advisor
2 days ago
Dublin, Dublin City, Ireland Marks Sattin Full timeAbout the Role:We are seeking a highly skilled Business Strategy Advisor to join our team at Marks Sattin. As a key member of our Transactions Advisory practice, you will play a crucial role in delivering high-quality strategic advice to clients on post-merger integration and transaction services.Your Key Responsibilities:Lead the execution of rigorous...
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Senior Investment Advisor
11 hours ago
Dublin, Dublin City, Ireland Barden Full timeIn this exciting role, you will have the chance to work with a renowned wealth management firm in Dublin. As a Private Client Portfolio Manager, your primary focus will be on providing expert advice and guidance to high-net-worth individuals.You will need to be a skilled finance professional with a solid understanding of investment management and advisory...
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Investment Consultant and Financial Advisor Position
11 hours ago
Dublin, Dublin City, Ireland Joseph G. Byrne And Sons Consulting Actuaries Ltd Full timeJob OverviewWe are a leading consultancy firm providing quality independent advice to our clients. Our team of professionals offers a wealth of experience, providing independent pro-active advice on complex issues and a personalized service tailored to meet our clients' needs.As a Trainee Investment Consultant and Financial Advisor, you will form a key part...
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Investment and Savings Expert
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeCareer OpportunityWe are seeking an experienced Financial Advisor to join our team at The Panel Group. This is a fantastic opportunity to work with a reputable and established firm in the financial industry.Your ResponsibilitiesMeet with new clients to identify their needs and opportunities for new business.Conduct annual client reviews to ensure optimal...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Ask Acorn Full timeJob Title: Financial AdvisorLocation: Multiple Locations in North East Counties (Remote work options available)Company Overview:Ask Acorn is a dynamic, customer-focused life insurance and financial planning company that provides comprehensive, tailored solutions to meet the needs of individuals, families, and businesses. We are committed to helping clients...
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Senior Investment Advisor
4 days ago
Dublin, Dublin City, Ireland Bighornlaw Full timeAbout The JobWe are seeking a skilled Licensed Financial Advisor to join our team in Dublin, OH, US. As a key member of our team, you will play a crucial role in guiding clients toward financial stability and success.
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Investment Associate
1 week ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe have partnered with an international Private Equity fund to hire an Investment Associate for its Dublin-based investment team. This exciting opportunity offers the chance to contribute to strategic investments and play a role in active asset management. Responsibilities include:Researching and analysing financial...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Brokers Ireland Full timePriority Insurance & Finance Solutions is an award-winning brokerage, proudly receiving the prestigious Meath Financial Broker of the Year 2025 accreditation from the All-Ireland Business Foundation. Established in 1981, we have built a strong reputation for delivering expert financial, insurance, and mortgage solutions tailored to our clients' needs. Our...
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Investment Banking Associate
4 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeWe are looking for a seasoned Private Banker to join our team in Europe. The ideal candidate will have a proven track record in managing and growing relationships with UHNW clients, providing access to a range of investment solutions, credit/lending, structured products, wealth advisory, and banking services.Key Performance IndicatorsGrow existing...
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Investment Associate
2 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeJob DescriptionWe have partnered with an international Private Equity fund to hire an Investment Associate for its Dublin-based investment team. This exciting opportunity offers the chance to contribute to strategic investments and play a role in active asset management. Responsibilities include:Researching and...
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Investment Associate
2 weeks ago
Dublin, Dublin City, Ireland FK International Full timeJob Description Due to continued growth, our client, a well-capitalised and respected investor in SME/mid-market businesses is currently hiring an Investment Associate to join the team. Key responsibilities will include: Identifying, screening, and presenting outline details of potential investment opportunities across the Irish economy. Understanding in...
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Investment Team Manager
4 days ago
Dublin, Dublin City, Ireland Sei Investments Company Full time**Company Overview**SEI Investments Company is a leading global provider of asset management and investment technology solutions. Our innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth.We are a people-focused organization that encourages and recognizes employee development as...