Investment Strategy Advisor

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €40,000 - €56,000
Job Description

The successful candidate will form a key part of our team, providing advice to both corporate and individual clients.

Our client requires a Trainee Investment Consultant and Financial Advisor to provide investment strategy, fund research and manager selection. The role will involve preparing client deliverables, managing client relationships and contributing to the delivery of day-to-day services required by our clients.

Key Responsibilities:

  • Preparing performance monitoring reports for clients, including commentary presentable to the client
  • Meeting clients and providing solutions to their requirements, ensuring adherence to compliance regulations and standards
  • Supporting new business initiatives
Required Skills and Qualifications

The ideal candidate will possess a Bachelor's degree in a numerate or economic area, with strong team orientation and interpersonal skills.

Excellent presentation and communication skills are essential, as well as being well-organised and detail-oriented.

A strong understanding of Microsoft Office, particularly Excel, is also required.

  • Bachelor's degree in a numerate / economic area
  • Strong team orientation and interpersonal skills
  • Excellent presentation and communication skills
  • Well-organised and detail-oriented
  • Excellent Microsoft Office skills, particularly in Excel
Benefits

The successful candidate is expected to study to become a Qualified Financial Advisor (QFA) and (or) a Chartered Financial Analyst (CFA). A comprehensive study package will be provided.

Further Education

The successful candidate will have the opportunity to develop their skills and knowledge in a fast-paced and dynamic environment.

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