Financial Portfolio Specialist

4 days ago


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

We are seeking a highly skilled Financial Portfolio Specialist to join our team.

About the Role
  • Create 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 long-term results.
  • Maintain compliance with regulatory requirements, ensuring that all investment decisions align with industry standards.
  • Collaborate closely with the Direct Clients team to develop business development plans, driving organic growth and expanding our client base.
Requirements
  • 5+ years of relevant experience in investment management or a related field, with a strong track record of delivering exceptional results.
  • Demonstrated expertise in acquiring new business, sales, and relationship management, with a proven ability to build strong client relationships.
  • In-depth knowledge of investment markets and products, including an understanding of tax-efficient investing and portfolio optimization techniques.
  • QFA qualification is essential; CFP/CFA certification or working towards it is a significant advantage.
Benefits

As a valued member of our team, you will enjoy a range of benefits, including group life assurance, medical aid/health care, pension fund contributions, and a performance bonus structure designed to reward your hard work and dedication.



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