Dutch Financial Relationship Specialist

4 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €73,000 - €130,083
Job Title:

Dutch Investment Counsellor

Description

We are seeking a highly motivated and skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in The Netherlands from our office in Dublin.

Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.

Day-to-Day Activities
  • Build long standing relationships with our clients, ensuring they always receive exceptional service
  • Manage a book of high-net-worth relationships with approximately € million in assets
  • Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
  • Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
  • Gain advanced finance and capital markets education through our training program

Requirements

  • 2+ years exposure to private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, current events and the market
  • Native Dutch and native or fluent English language skills (Proficiency in other European languages is beneficial)
  • Connect with and educate a variety of audiences
  • Maintain a positive personality and empathise with clients in good times and bad
  • MiFID certification, training or the equivalent
  • CFA or similar education is beneficial

Benefits

The global organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that our organisation aligns with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.

  • 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  • Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
  • Monthly gym subsidy of up to €50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

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