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Senior Investment Consultant

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Dublin, Dublin City, Ireland The Panel Full time

The 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 management industry and hold a QFA or be working towards it. A sound knowledge of financial concepts, markets, and current events is essential, as well as the ability to connect with and educate various audiences.

Key responsibilities include:

  • Managing a book of high-net-worth relationships with approximately € million in assets
  • Building long-standing relationships with clients, ensuring they receive exceptional service
  • Acting as a conduit between clients, the Investment Policy Committee, research and trading departments, and several service teams