
Custodian of Financial Relationships
7 days ago
Are you seeking a career advancement in finance and looking to join a global investment firm?
The OpportunityThis role is focused on managing relationships with high-net-worth clients in Ireland.
Understanding our clients' needs and educating them on portfolio changes will be crucial to maintaining long-lasting relationships.
You will report to your Team Manager who will aid in your professional development.
The Day-to-Day- Build long-standing relationships with our clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth relationships
- Be the conduit between our clients, our Investment Policy Committee, research and trading departments, and several service teams
- Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy
- Gain advanced finance and capital markets education through our training program
The global organisation distinguishes itself by prioritising client satisfaction, providing unmatched service, and taking a personalised approach to investing.
To support our employees' long-term goals, we offer an array of benefits:
- 100% paid premiums for top-tier supplemental healthcare and dental plans
- 28 days annual leave, plus up to 11 paid holidays
- Enhanced maternity pay package
- Fertility benefit
- A retirement pension plan, featuring a company pension contribution
- Monthly gym subsidy
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment
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