Expert Financial Advisor for High-Net-Worth Clients
3 days ago
As a highly skilled Financial Strategist, you will play a vital role in managing relationships with high-net-worth clients in Spain from our office in Dublin.
Your ability to understand clients' needs and provide insightful advice on portfolio changes is crucial to your success in maintaining long-lasting relationships.
Key Responsibilities- Build strong relationships with clients, ensuring exceptional service at all times
- Manage a book of high-net-worth relationships with substantial assets under management
- Act as a conduit between clients, our Investment Committee, research and trading departments, and various service teams
- Proactively inform clients about portfolio updates, market trends, our current market strategy, and investment philosophy
- Minimum 2 years experience working with private clients in the banking or wealth management industry
- Sound knowledge of financial concepts, markets, and current events
- Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
- Excellent communication and interpersonal skills to connect with diverse audiences
- Ability to maintain a positive attitude and empathise with clients in all situations
- Bachelor's Degree, Master's Degree, or CFA designation is beneficial
- IMC or CISI level 4 qualification is beneficial
We are committed to putting clients first, providing unmatched service, and taking a tailored approach to investing.
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