Counselor for High Net Worth Clients
1 week ago
Grow Your Career as a Financial Advisor
As a key member of our team, you will advise high-net-worth clients in Belgium on financial markets and investments.
**Key Responsibilities:**
- Build strong relationships with clients and provide exceptional service.
- Manage a portfolio of client relationships with approximately €100-150 million in assets.
- Act as a liaison between clients, our Investment Policy Committee, research and trading departments, and various service teams.
- Keep clients informed about portfolio changes, market trends, and our current investment strategy.
**Your Qualifications:**
- 2+ years of experience working with private clients in the banking/wealth management industry.
- A solid understanding of financial concepts, markets, and economic trends.
- Native or fluent French and English skills (Flemish and Dutch are highly beneficial).
- The ability to communicate complex ideas to diverse audiences.
- MiFID certification or equivalent.
- CFA education is beneficial.
**Benefits:**
- We prioritize client needs, providing personalized service and a transparent fee structure.
- Our benefits package includes: 100% paid premiums for top-tier supplemental healthcare and dental plans, 28 days annual leave, enhanced maternity pay package, fertility benefit, retirement pension plan, monthly gym subsidy, Employee Assistance Program, and ongoing training and educational support.
-
High Net Worth Portfolio Manager
2 days ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €80,000 - €120,000Portfolio Manager Role: We are seeking a skilled and experienced portfolio manager to join our team in Dublin, Ireland. As a portfolio manager, you will play a crucial role in managing relationships with high-net-worth clients, providing exceptional service, and building strong client relationships.Key Responsibilities:Develop long-lasting relationships with...
-
Dublin, Dublin City, Ireland beBeeStrategist Full time €90,000 - €110,000Financial Strategist OpportunityAs 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...
-
Wealth Management Advisor
2 weeks ago
Dublin, Dublin City, Ireland beBeePrivate Full time €80,000 - €120,000Job TitleHigh Net Worth Private AdviserDescriptionOur Wealth Management team is seeking an experienced and dynamic High Net Worth Private Adviser to join our growing and collaborative team. The ideal candidate will have a proven track record in delivering wealth management solutions and advice to high-net-worth clients, while also developing successful...
-
Dublin, Dublin City, Ireland beBeeTaxConsultant Full time €60,000 - €80,000High Net Worth Individuals have seen a significant increase in wealth, leading to an elevated demand for specialized tax consultants. To meet this growing need, professional services firms are seeking AITI-qualified professionals with expertise in servicing affluent clients.
-
High Net Worth Client Risk Assessment
1 week ago
Dublin, Dublin City, Ireland beBeeRisk Full time €61,000 - €91,000Job Opportunity: Risk Assessment SpecialistWe are seeking a highly skilled Risk Assessment Specialist to join our team. As a key member of our organisation, you will be responsible for conducting comprehensive due diligence investigations on high-risk clients.Your primary objective will be to research and analyse beneficial ownership structures to identify...
-
Financial Advisor
2 days ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €1,200,000 - €1,500,000Job Description:">As a skilled financial advisor, you will be responsible for managing relationships with high-net-worth clients in Ireland. Your ability to understand their needs and educate them on portfolio changes will be crucial in maintaining long-lasting relationships.">Key Responsibilities:">">Build strong relationships with clients, ensuring they...
-
Sales Director
2 weeks ago
Dublin, Dublin City, Ireland beBeeFinancial Full time €100,000 - €115,000Finance Professional SoughtWe're looking for a seasoned finance professional to join our team as a Sales Manager. As a key player in driving business growth, you'll be responsible for generating new revenue streams and expanding existing relationships with high-net-worth clients.In this challenging yet rewarding role, you'll have the opportunity to develop...
-
Dublin, Dublin City, Ireland beBeeFinancialAdvisor Full time €90,000 - €120,000**Opportunity to Advance Your Career in Finance**We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors. As an Investment Counsellor, you will focus on managing client relationships and ensuring they receive excellent service and education on portfolio changes.The Day-to-Day:Build long-lasting relationships...
-
Dublin, Dublin City, Ireland beBeePrivateWealthManagement Full time €90,000 - €120,000Opportunities in Private Wealth ManagementWe are seeking experienced professionals to join our wealth management team, a key area of growth within the financial services industry.Providing tax advice for high-net-worth individuals, including those with complex family structures and international holdings.Developing and implementing succession plans that...
-
Dublin, Dublin City, Ireland beBeeCareer Full time €100,000 - €150,000Unlock Your Potential as a Regional Sales ManagerJob DescriptionThis is a dynamic opportunity to drive sales growth and build long-term relationships with high-net-worth individuals. As a Regional Sales Manager, you will be responsible for qualifying and scheduling face-to-face appointments with prospective clients.You will work closely with our portfolio...
