Investment Strategy Advisor

2 days ago


Dublin, Dublin City, Ireland The Panel Group Full time
The Panel Group

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.
Key Skills
  • 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.
Bonus Structure

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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