Portfolio Specialist

3 days ago


Dublin, Dublin City, Ireland deVere Group Full time

About this Opportunity

Wealth Manager at deVere Group

This exciting role is for a skilled and results-driven Wealth Manager to join our team and provide expert wealth management solutions to clients worldwide.

The ideal candidate will be responsible for delivering exceptional client experiences through comprehensive financial assessments, tailored strategies, and ongoing portfolio monitoring.

  • Develop and maintain strong relationships with internal teams and external partners to leverage resources and expertise.
  • Stay informed about market trends, economic developments, and regulatory changes to provide informed advice.

Requirements:

  • Possess a bachelor's degree in a related field or equivalent experience.
  • Hold relevant financial planning professional certifications (e.g., CFP, EFA, DIPFA).

  • Portfolio Specialist

    2 weeks ago


    Dublin, Dublin City, Ireland Kone Plc Full time

    The Portfolio Specialist role exists in KONE branch/region or central offices. The purpose of the role is to take care of core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations ensuring that we respond to their requirements and support them proactively. The Portfolio Specialist also supports...


  • Dublin, Dublin City, Ireland Kone México Full time

    The Portfolio Specialist role exists in KONE branch/region or central offices. The purpose of the role is to take care of core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations ensuring that we respond to their requirements and support them proactively. The Portfolio Specialist also supports...


  • Dublin, Dublin City, Ireland Kone Plc Full time

    About the JobThe Portfolio Specialist role at KONE is an exciting opportunity for experienced professionals to join our team. As a Portfolio Specialist, you will play a key role in managing core 1 and core 2 maintenance customers by identifying opportunities to upsell KONE Maintenance Solutions and lead contract renegotiations.Main ResponsibilitiesSupport...


  • Dublin, Dublin City, Ireland The Panel Full time

    The Panel is seeking a talented Investment Portfolio Specialist to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing expert advice on investment strategies, and building long-term relationships.The ideal candidate will have a strong background in finance, excellent analytical skills, and...


  • Dublin, Dublin City, Ireland TN Ireland Full time

    Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm providing professional discretionary portfolio management services for high net worth private clients and institutions.We're looking for a Portfolio Management Specialist to join our team as an Investment Counsellor, focusing on managing...


  • Dublin, Dublin City, Ireland Hays Specialist Recruitment Ireland Ltd Full time

    About the RoleOur client, a leading financial services firm, is seeking an experienced Senior Trading & Execution Specialist to join their dynamic team.Key ResponsibilitiesManage and execute rebalancing trades across various asset classes, including equities, fixed income, and derivatives.Provide timely and accurate execution of trades in line with...


  • Dublin, Dublin City, Ireland The Panel Group Full time

    The Panel GroupWe are seeking a highly skilled Financial Portfolio Specialist to join our team.About the RoleCreate diversified investment portfolios for high net worth clients, taking into account their individual financial goals and risk tolerance.Implement focused investment growth strategies that cater to each client's unique needs, ensuring sustainable...


  • Dublin, Dublin City, Ireland The Emerald Group Full time

    We are seeking a talented Portfolio Management Specialist - Insurance to join our team at The Emerald Group. As a Portfolio Manager, you will be responsible for the end-to-end management of our insurance portfolios, including case underwriting, policy issuance, and claims processing.The ideal candidate will have a strong background in insurance and risk...


  • Dublin, Dublin City, Ireland Peter McVerry Trust Full time

    Peter McVerry Trust is a national housing and homeless charity committed to reducing homelessness and the harm caused by substance misuse and social disadvantage. As a Property Portfolio Specialist, you will be responsible for the effective management of our housing stock through the implementation of the stock condition and annual maintenance...


  • Dublin, Dublin City, Ireland ENGINEERINGUK Full time

    We are looking for a highly skilled European Lease Portfolio Specialist to join our team in EngineeringUK. As a key member of the SPM team, you will be responsible for tracking and analyzing the operational, financial, and contractual performance of our expanding portfolio in Europe, Africa, and the Middle East.ResponsibilitiesAudit and process rent payments...


  • Dublin, Dublin City, Ireland Elevate Partners Full time

    Elevate Partners is seeking a highly skilled European NPL Portfolio Specialist to join our Dublin based team.In this role, you will collaborate with servicers to optimize individual loan recoveries, reviewing deal documentation to assess available options and conducting financial modelling and sensitivity analysis.You will also be responsible for monitoring...


  • Dublin, Dublin City, Ireland Camden Recruitment Partners Full time

    As a Strategic Equity Portfolio Specialist at Camden Recruitment Partners, you will be responsible for executing equity trades across global markets while ensuring best execution and efficient order flow management. The ideal candidate will have a deep knowledge of European and global equity markets, excellent communication skills, and the ability to...


  • Dublin, Dublin City, Ireland Kone Plc Full time

    About the RoleThe Portfolio Specialist role is a crucial part of KONE's success, and we are seeking an experienced professional to take on this challenging position. As a Portfolio Specialist, you will be responsible for managing core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations. Your primary...

  • Portfolio Manager

    1 day ago


    Dublin, Dublin City, Ireland Kone México Full time

    About the RoleThe Portfolio Specialist role is a vital position within KONE, focusing on the management of core 1 and core 2 maintenance customers. The primary objective of this role is to upsell KONE Maintenance Solutions, drive contract renegotiations, and proactively respond to customer requirements.ResponsibilitiesDrive execution of individual sales...


  • Dublin, Dublin City, Ireland Kone México Full time

    About KONE México's Portfolio Specialist PositionThe Portfolio Specialist role plays a crucial part in KONE México's success, focusing on managing core 1 and core 2 maintenance customers to drive business growth.Main ResponsibilitiesLead the execution of individual sales plans to achieve customer retention and portfolio growth goals.Monitor and improve...


  • Dublin, Dublin City, Ireland The Emerald Group Full time

    The Emerald Group is seeking a highly skilled Risk Management Specialist to join our team. As UW & Portfolio Management Specialist, you will be responsible for Case Underwriting and the monitoring of our RSA clients' portfolios.Main Responsibilities:Monitor and analyze statistical data and technical results to detect deviations and derive insights for...


  • Dublin, Dublin City, Ireland Grifols, S.A Full time

    Job Overview: Grifols, S.A is seeking a skilled Cell Therapy Portfolio Growth Specialist to drive sales and profitability for our Bio Supplies Cell Therapy Commercial division. This role will act as a key technical and sales resource, providing expertise on cell therapy products and market intelligence to grow our business.Responsibilities: The successful...


  • Dublin, Dublin City, Ireland Engineeringuk Full time

    **About Engineeringuk**We are the people who keep the cloud running. Our team owns the design, planning, delivery, and operation of all AWS global infrastructure.In this role, you will join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles.Your primary...


  • Dublin, Dublin City, Ireland Carlyle Group Full time

    About the RoleWe are seeking an experienced lease professional to join our team as a Senior Lease Administration Specialist. The ideal candidate will have a strong background in aircraft leasing and finance, with a proven track record of managing complex lease portfolios.Responsibilities:Manage a portfolio of airline customersLiaise with Marketing Team for...

  • Portfolio Manager

    2 hours ago


    Dublin, Dublin City, Ireland Elevate Partners Full time

    About the RoleElevate Partners is a leading Asset Management firm seeking an experienced Investment Analyst to join their multi-asset team. This is a fantastic opportunity for a skilled professional to contribute to the management of Ireland's largest multi-asset funds.Key Responsibilities:Apply top-down investment insights to multi-asset client portfolios...