Financial Portfolio Specialist
4 days ago
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.
- 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.
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.
-
Financial Portfolio Manager
5 days ago
Dublin, Dublin City, Ireland Spot Recruitment Full timeOur client is a specialist in Real Estate Investment Management, known for their commitment, focus, and consistent delivery of sector-leading returns.The business is a rapidly growing, independent multi-family platform and is managing over €1.5 billion in assets.They are looking for an Investment Manager to join their team based in Dublin 4.The RoleOversee...
-
Financial Modeling Specialist
4 days ago
Dublin, Dublin City, Ireland FK International - Financial Search and Selection Full timeDirector at FK International - Specialists in Financial Search & SelectionJob Summary:FK International is partnering with a leading mid-market Private Equity Investor to hire an Investment Analyst for its growing team of investment professionals. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a keen...
-
Investment Portfolio Specialist
4 days ago
Dublin, Dublin City, Ireland The Panel Full timeThe 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...
-
Investment Portfolio Manager
4 days ago
Dublin, Dublin City, Ireland Hays Specialist Recruitment Ireland Ltd Full timeAbout 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...
-
Portfolio Management Specialist
4 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeFisher 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...
-
Credit Portfolio Analyst
2 days ago
Dublin, Dublin City, Ireland FK International - Financial Search and Selection Full timeAn opportunity exists for a skilled Credit Portfolio Analyst to join our team at FK International - Financial Search and Selection in Dublin.The successful candidate will possess an excellent academic background with a professional qualification (CFA/Accountancy) and demonstrate strong analytical skills.Main responsibilities include: ongoing assessment of...
-
European Lease Portfolio Specialist
2 days ago
Dublin, Dublin City, Ireland ENGINEERINGUK Full timeWe 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...
-
Financial Portfolio Manager
13 hours ago
Dublin, Dublin City, Ireland Verde Search Full timeOpportunity HighlightsWe are partnering with a leading accounting firm in Dublin, offering a unique opportunity for Audit Managers to grow their career. In this role, you will have full control over your portfolio, including financials, client interactions, and team management. This is a fantastic chance to take your career to the next level and become a...
-
Portfolio Specialist
3 weeks ago
Dublin, Dublin City, Ireland Kone Plc Full timeThe 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...
-
European NPL Portfolio Specialist
3 days ago
Dublin, Dublin City, Ireland Elevate Partners Full timeElevate 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...
-
Sales Portfolio Specialist
2 days ago
Dublin, Dublin City, Ireland Kone Plc Full timeAbout 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...
-
Portfolio Specialist
2 weeks ago
Dublin, Dublin City, Ireland Kone México Full timeThe 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...
-
Financial Services Portfolio Director
5 days ago
Dublin, Dublin City, Ireland REACH INTERNATIONAL INC Full timeJob Description: We are seeking a Financial Services Portfolio Director to lead our Asset Management audit teams in Galway, Ireland. The successful candidate will have a strong background in financial services auditing and excellent leadership skills.Key Responsibilities: - Manage a portfolio of financial services clients and ensure...
-
Financial Portfolio Leader
5 days ago
Dublin, Dublin City, Ireland Verde Search Full timeVerde Search is partnering with a globally recognised Accounting Firm to find an audit professional who wants to take their career to the next level. This opportunity offers a chance to run your own portfolio as your business, giving you complete control over financials, client interactions, and team empowerment.This role allows for close collaboration with...
-
Financial Portfolio Manager
3 days ago
Dublin, Dublin City, Ireland Elevate Partners Full timeElevate Partners is a well-established Asset Management firm looking for an Investment Analyst to join their multi-asset team. This role offers a great opportunity to contribute to the management of Ireland's largest multi-asset funds.The successful candidate will work closely with single asset class specialists to apply top-down investment insights to...
-
Portfolio Specialist
5 days ago
Dublin, Dublin City, Ireland deVere Group Full timeAbout this OpportunityWealth Manager at deVere GroupThis 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,...
-
Financial Services Portfolio Manager
4 days ago
Dublin, Dublin City, Ireland Reach International Inc Full timeCompany OverviewReach International Inc is a global accountancy firm with offices around the world. We are working with this esteemed organization to appoint a Financial Services Audit Manager to their Dublin office.This role offers a unique opportunity for an experienced audit professional to take on a leadership position and oversee a financial services...
-
Financial Services Specialist
11 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeWe are seeking a highly skilled Senior Financial Planner to join our team at Prosperous Financial.The ideal candidate will have a strong understanding of financial services and be able to create comprehensive financial plans that meet the needs of our clients.Key responsibilities include:Managing client relationships and providing expert advice on financial...
-
Energy Portfolio Manager
3 days ago
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...
-
Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland Rockwell Financial Management Full timeAbout Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...