Diversified Investment Manager

7 days ago


Dublin, Dublin City, Ireland The Panel Group Full time
The Panel Group

We are seeking an experienced Diversified Investment Manager to drive our wealth management initiatives forward.

Role Summary
  • Create diversified investment portfolios for high net worth clients, balancing risk and return to meet their individual financial objectives.
  • Develop and implement comprehensive investment strategies, leveraging your expertise to drive business growth and expand our client base.
  • Maintain a deep understanding of investment markets and products, staying informed about regulatory changes and adapting your strategies accordingly.
  • Collaborate closely with our Direct Clients team to prioritize effective communication with clients, ensuring they remain informed throughout the process.
Requirements
  • Minimum 5 years of experience in diversified investment management or a related field, with a proven track record of delivering results.
  • Strong knowledge of investment markets and products, including alternative investments and tax-efficient investing strategies.
  • QFA qualification is essential; CFP/CFA certification or working towards it is highly desirable.
  • Demonstrated sales and relationship-building skills, with a proven ability to build strong, lasting relationships with clients.
Performance Incentives

Your hard work and dedication will be rewarded through a performance-based bonus structure, designed to recognize and incentivize your achievements.



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