Strategic Relationship Builder

1 week ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €45,000 - €60,000
About this Role

Deliver exceptional outcomes for our clients as a key member of our team. Your focus will be on building and maintaining strong relationships with institutional and charity clients, working closely with senior colleagues to develop strategic plans and execute relationship objectives.

Key responsibilities include creating investment presentations, managing client queries, and ensuring compliance with regulatory requirements.

About You

To succeed in this role, you'll need a strong academic background in Business or a related field, along with 2-3 years' experience in the industry.

A relevant professional qualification, such as APA Savings & Investments, is also essential.

You'll be highly proficient in Microsoft Office applications and have excellent communication skills.

We're looking for someone who is committed to continuous learning and has a demonstrable interest in investments.

Strong organisational skills, attention to detail, and the ability to prioritise workload are also crucial.

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