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Senior Investment Advisor

3 weeks ago

Dublin, Dublin City, Ireland beBee Careers Full time
Wealth Management Advisor

A Wealth Management Advisor plays a crucial role in providing high-quality bespoke advice to clients, maximising value for them, and negotiating the best commercial outcome. This requires working in partnership with Private to identify and develop new business opportunities, netting new asset, credit, investment acquisitions, and revenues.

Key Responsibilities:
  • Delivering high-quality bespoke advice to clients.
  • Working in partnership with Private to identify and develop new business opportunities.
  • Engaging with digital technologies, products, and solutions that are relevant to the Private Bank business.

Skills and Qualifications:
  • Exceptional relationship skills and experience in managing and handling the needs of private client individuals and families.
  • Solid grasp of clients' needs and a keen interest in markets and investments.
  • Some experience in controlling and monitoring of risk within a client book and an interest in achieving competency in the areas of banking, credit, and investments.