Sweden Investment Portfolio Manager

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €65,000 - €75,000

We are seeking a highly skilled and motivated Swedish Investment Manager to join our team in Dublin.

Job Description

The role involves building long-lasting relationships with high-net-worth clients in Sweden, providing exceptional service, and managing a book of relationships with assets worth €100-150 million.

As the primary point of contact between clients, our research and trading departments, and several service teams, you will be responsible for proactively updating clients on portfolio changes, financial markets, and our current market strategy and investment philosophy.

  • Main Responsibilities:
  • Build and maintain strong relationships with clients
  • Manage client portfolios and provide regular updates
  • Act as a conduit between clients, research and trading departments, and service teams
Qualifications

To be successful in this role, you will need to have:

  • Relevant Experience:
  • At least 2 years' experience working with private clients in the banking or wealth management industry
  • A sound knowledge of financial concepts, markets, and current events
  • Languages:
  • Native Swedish and native or fluent English language skills
  • Additional Requirements:
  • MiFID certification or equivalent
  • CFA or similar education is beneficial
Benefits

We offer a competitive package that includes:

  • Healthcare and Dental Benefits: 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  • Vacation Time: 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  • Maternity Pay: Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees
  • Fertility Benefit: $10,000* fertility benefit
  • Pension Plan: A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
  • Gym Subsidy: Monthly gym subsidy of up to €50 per month
  • Employee Assistance Program: Employee Assistance Program and other emotional wellbeing services
Ongoing Support

We believe in ongoing training, educational support, and employee appreciation events to help you grow professionally and personally.

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