Expert Financial Planner

2 days ago


Dublin, Dublin City, Ireland beBeeInvestment Full time
Private Client Advice Associate Role

About the Job:

We are seeking a highly skilled Private Client Advice Associate to join our team. As a key member of our group, you will be responsible for evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.

Your Key Responsibilities:

  • Evaluate client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.
  • Support other team members in providing regulated and suitable advice to prospective and existing clients.
  • Learn to use data and insights to guide your recommendations.

Requirements:

  • A University degree or equivalent combination of education/experience.
  • Fluent language proficiency in Dutch (written and verbal).
  • Experience with financial planning and investment principles or industry exams is preferable.

What We Offer:

  • An attractive compensation package.
  • Ongoing training and professional development opportunities.
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

Why Join Us?

We are committed to putting our clients first, providing unmatched service, and taking a personalized approach to investing. Our global organization distinguishes itself by using a simple and transparent fee structure and recognized European custodians.


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