Financial Services Professional

5 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €80,000 - €120,000

The role of Investment Counsellor is focused on building long-standing relationships with high-net-worth clients in Sweden. The successful candidate will understand the needs of our clients and educate them on the reasoning behind portfolio changes, maintaining a professional relationship.

Key Responsibilities:
  • Manage a book of high-net-worth relationships, ensuring exceptional client service
  • Act as the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
  • Update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
Requirements:
  • 2+ years exposure to private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, current events and the market
  • Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)
  • Certification in MiFID or equivalent, training or education
  • CFA or similar education is beneficial
Benefits:

The global organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.

To help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  • Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees
  • A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
  • Monthly gym subsidy of up to $50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events

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