High Net Worth Relationship Builder
3 days ago
About the Role
We are seeking a seasoned High Net Worth Relationship Builder to join our team in Dublin. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Italy, providing expert advice on financial markets and investments.
The Day-to-Day:You will build long-standing relationships with our clients, ensuring they receive exceptional service. Your understanding of our clients' needs and ability to educate them on the reasoning behind portfolio changes is crucial to your success in this role.
You will report to your Team Manager who will aid in your professional development. Opportunities for career advancement and professional growth exist within the company.
Key Skills:
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Able to work independently and as part of a team
What We Offer:
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
- A comprehensive benefits package, including enhanced maternity pay package, fertility benefit, and retirement pension plan
-
High Net Worth Relationship Manager
3 days ago
Dublin, Dublin City, Ireland The Panel Full timeWe are looking for a highly skilled High Net Worth Relationship Manager to join our team at The Panel. The successful candidate will be responsible for managing a book of high-net-worth relationships, providing exceptional service, and acting as a liaison between clients, internal stakeholders, and external partners.The ideal candidate will have a deep...
-
High Net Worth Client Relationship Manager
20 hours ago
Dublin, Dublin City, Ireland Barclays Full timeRole Overview:This position requires an individual who can build and maintain strong relationships with high net worth clients, identifying their financial needs and providing tailored solutions. Collaborating with cross-functional teams, the successful candidate will ensure seamless execution of transactions and delivery of exceptional customer...
-
Sales Manager for High-Net-Worth Clients
28 minutes ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWe are looking for a Sales Manager to join our team at Wallace Myers International. As a Sales Manager, you will be responsible for working with high-net-worth individuals to identify new business opportunities and build lasting relationships.You will need to be able to communicate effectively with clients and prospects, both verbally and in writing. A...
-
Investment Relationship Manager
16 hours ago
Dublin, Dublin City, Ireland Fisher Investments Uk Full timeYour RoleIn this role, you will be responsible for communicating Fisher's value proposition to high-net worth investors to arrange meetings with regional sales partners.You will work closely with our outside sales team to identify potential clients and develop strategies to engage with them.You will also be responsible for building strong relationships with...
-
Danish Relationship Manager
4 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeAre you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg...
-
Cluster Relationship Builder
16 hours ago
Dublin, Dublin City, Ireland The Midland Hotel Full timeAbout Our TeamWe are a close-knit team that prides itself on supporting each other and delivering exceptional customer experiences. We are looking for a skilled Cluster Relationship Builder to join our team and help us build strong relationships with our customers.Your main responsibilities will include identifying sales leads for future business, sending...
-
Client Relationship Manager
3 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeWe're seeking a Client Relationship Manager to join our team as an Investment Counsellor at Fisher Investments Ireland. This role is focused on managing relationships with high-net-worth clients in Italy from our office in Dublin.You'll be responsible for building long-standing relationships with clients, ensuring they receive exceptional service and...
-
Pan-European Relationship Builder
3 days ago
Dublin, Dublin City, Ireland Crédit Agricole Group Full timeJob Description:The Pan-European Relationship Builder will be responsible for building and maintaining strong relationships with key partners across Europe. This will involve regular communication, liaison, and collaboration to ensure that our partners are aware of and can effectively utilize our products and services.Main Objectives:To develop and maintain...
-
DACH Market Relationship Builder
4 days ago
Dublin, Dublin City, Ireland Cpl Healthcare Full timeAbout Our ClientOur client is a leading global professional services company based in Dublin, Ireland. They are a favourite social media company, well-known for their image sharing and save enabling features, and they are seeking a talented DACH Market Relationship Builder to join their team.The successful candidate will be responsible for creating new...
-
Portfolio Management Specialist
3 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...
-
High-Level Tax Advisor
3 days ago
Dublin, Dublin City, Ireland Accountancy & Business Personnel Ltd. Full timeThe role is highly challenging and will allow the candidate to become involved in providing solid taxation solutions.They have a strong business ethos with a focus on providing each client with a superior business service.Our Client Profile:Our client is an extremely progressive firm based in Dublin. They have developed an excellent client base comprising...
-
Investment manager
2 weeks ago
Dublin, Dublin City, Ireland The Panel Group Full timeI am working with a client of mine, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. The Role This position is focused on managing relationships with high-net-worth clients in The Netherlands from our office in...
-
Belgian Investment Counsellor
4 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeInvestment Counsellor OpportunityWe are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors in Belgium.The Role:As an Investment Counsellor, you will manage relationships with high-net-worth clients in Belgium from our Dublin office.Build long-standing relationships with clients ensuring exceptional service.Manage...
-
Regional Relationship Manager
3 days ago
Dublin, Dublin City, Ireland Barclays Full timeCompany OverviewWe are a leading global financial services provider, committed to helping individuals, businesses, and institutions achieve their goals. Job DescriptionThe role of Senior Private Banker is a key position in our Central Eastern Europe Coverage team. As a trusted advisor, you will be responsible for growing, managing, and maintaining a...
-
Senior Investment Consultant
3 days ago
Dublin, Dublin City, Ireland The Panel Full timeThe Panel is seeking an experienced Investment Manager to join our team. The successful candidate will be responsible for building and maintaining long-standing relationships with high-net-worth clients, ensuring they receive exceptional service.The ideal candidate will have 2+ years of experience working with private clients within the banking/wealth...
-
Investment Portfolio Specialist
3 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...
-
High Net Worth Client Liaison
4 days ago
Dublin, Dublin City, Ireland Fisher Investments UK Full timeRequirements and QualificationsTo succeed as an Account Executive at Fisher Investments UK, you will need to possess strong sales skills, excellent communication and persuasion abilities, and a drive to achieve results.You must also speak Dutch and English at a native or bilingual level, have experience selling or a passion for a career in sales, and...
-
Financial Markets Expert
3 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeAt Fisher Investments Ireland, we're seeking a talented Financial Markets Expert to join our team as an Investment Counsellor. This role is focused on managing relationships with high-net-worth clients in Italy from our office in Dublin.The Investment Counsellor will be responsible for building long-standing relationships with clients, ensuring they receive...
-
Financial Consultant
4 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeJoin Our Team as an Investment CounsellorAt Fisher Investments Ireland, we are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors.The Opportunity:The Investment Counsellor role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin.You will be responsible for building...
-
Client Relationship Manager
4 days ago
Dublin, Dublin City, Ireland Bank of America Full timeWe're seeking a talented individual to join our team as a Financial Solutions Advisor Stage I. In this role, you'll have the opportunity to build a successful career through world-class training and onboarding programs.You'll receive training and one-on-one coaching from experienced managers who will guide you in achieving your goals. Our consultative...