Financial Portfolio Manager

6 days ago

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

Our Investment Services Specialist role in Dublin offers the opportunity to establish lasting relationships with high-net-worth clients across The Netherlands.

The Opportunity:

This position involves managing client relationships, understanding their needs, and educating them on portfolio changes.

Your Key Responsibilities:
  • Build long-standing connections with our clients, ensuring they receive exceptional service
  • Manage a book of approximately €100-150 million in assets for high-net-worth individuals
  • Serve as the intermediary between clients, our investment committee, research and trading departments, and various support teams
  • Proactively inform clients about portfolio updates, market trends, our current strategy, and investment philosophy
Your Qualifications:
  • Minimum 2 years experience working with private clients within the banking/wealth management sector
  • In-depth knowledge of financial concepts, markets, current events, and the market environment
  • Native Dutch language skills, with native or fluent English language proficiency (Additional European languages are an asset)
  • Able to effectively communicate with diverse audiences
  • Maintain a positive demeanor and empathize with clients during challenging times

We strive to improve the financial industry through independent, fee-only investment advice. If you're passionate about finance and dedicated to delivering exceptional results, we'd like to hear from you.

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