Expert Investment Guidance Associate

4 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €42,000 - €58,000
Private Client Advice Specialist

The Private Client Advice group evaluates client goals, risk profiles and investment strategies to determine suitable asset allocation.

You will support team members in providing regulated advice to clients. You will leverage data and insights to guide your recommendations.

You will prepare proposals by collecting client information and conducting analysis based on existing assets.

Partner with internal teams for seamless case transition and work on projects to enhance efficiency.

Utilize software such as MS Access, Word, Excel and Adobe to customize proposals and produce detailed reports.

Work in a collaborative environment supporting high-volume output.

We prioritize clients' needs with a transparent approach.

We offer a range of benefits including paid premiums, annual leave, and a retirement pension plan.

Foster a supportive environment where employees can meet their long-term goals.

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