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Investment Portfolio Executive

3 weeks ago

Dublin, Dublin City, Ireland Elevate Partners Full time

Company Overview


Elevate Partners is a dynamic Wealth Management firm dedicated to delivering exceptional investment solutions to our clients.



Job Description

The successful candidate will be responsible for managing client portfolios, identifying new business opportunities and providing strategic investment advice.



Key Responsibilities


  • Developing and implementing tailored wealth strategies to meet client needs.
  • Managing and expanding existing client relationships in a collaborative environment.
  • Identifying and targeting new market segments for growth and expansion.
  • Providing exceptional wealth management services to clients.


Requirements


  • A minimum of 7 years experience in Financial Services.
  • Proven track record of client relationship management and a good knowledge of financial products and the investment markets.
  • Must be QFA, CFP or registered representative examination/certificate in Stockbroking.
  • Knowledge of and strong interest in the international investment environment.
  • Proactive, self-starter with ambition, energy and a drive to succeed in a fast-moving market.


Benefits

This is a unique opportunity for someone looking to develop their skills and expertise in Wealth Management.