Building Investment Portfolios

21 hours ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €52,000 - €64,000
Job Title:

As a Portfolio Development Specialist, you will be responsible for cultivating strong client relationships and creating customized investment strategies.

Key Responsibilities:
  • Develop and execute relationship plans tailored to each client's unique needs.
  • Collaborate with senior colleagues to deliver exceptional results for clients.
  • Engage directly with clients on all aspects of portfolio management.
  • Presentation preparation and documentation for client review meetings.
  • Contribution to tender responses and RFPs.
Requirements:
  • Degree or Masters in Business-related field.
  • Industry experience: 2-3 years minimum.
  • APA Savings & Investments and/or APA Pensions qualification with willingness to pursue QFA certification.
  • Proficiency in Microsoft Office applications, especially Excel, Word, and PowerPoint.
  • CRM skills.
  • Commitment to ongoing education and professional development.
  • Strong interest and understanding of investments.
  • Client-focused approach to ensure effective service delivery.
  • Excellent communication and presentation skills.
  • Attention to detail and organizational abilities.

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