Strategic Asset Counsellor

4 days ago

Dublin, Dublin City, Ireland The Panel Full time

We are seeking a Strategic Asset Counsellor to join The Panel's team. As a counsellor, you will work closely with high-net-worth clients to develop and implement personalized investment strategies that meet their unique needs.

Main Responsibilities
  • Evaluate clients' financial situations and create customized investment plans.
  • Monitor and adjust investment portfolios as needed to ensure optimal performance.
  • Communicate regularly with clients to discuss market trends, investment opportunities, and any changes to their portfolios.
  • Liaise with internal teams to ensure seamless execution of client requests.

To succeed in this role, you must possess excellent communication and interpersonal skills, a deep understanding of financial markets, and the ability to think strategically.

Requirements
  • Minimum 2 years' experience in asset management or a related field.
  • CFA or equivalent qualification.
  • IMC or CISI level 4 certification is beneficial.
  • Native Spanish and English language skills.

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