High Net Worth Portfolio Manager
1 day ago
Portfolio Manager Role: We are seeking a skilled and experienced portfolio manager to join our team in Dublin, Ireland. As a portfolio manager, you will play a crucial role in managing relationships with high-net-worth clients, providing exceptional service, and building strong client relationships.
Key Responsibilities:
- Develop long-lasting relationships with high-net-worth clients, ensuring they receive personalized service
- Manage a book of high-net-worth relationships with significant assets under management
- Serve as the liaison between clients, our investment committee, research and trading departments, and various support teams
- Proactively update clients on portfolio changes, market trends, current strategy, and investment philosophy
Requirements:
- At least 2 years of experience working with private clients in the banking or wealth management industry
- QFA or working towards QFA preferred
- A solid understanding of financial concepts, markets, current events, and the markets served by clients
- The ability to connect with and educate diverse audiences
Why Join Us: Our organization is a leading global investment firm that prioritizes client satisfaction, providing unparalleled service and a tailored approach to investing. Our team is dedicated to helping employees achieve their long-term goals through an array of benefits, including premium health insurance, enhanced maternity leave package, and a retirement pension plan featuring a 9% company contribution.
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