Private Client Financial Advisor Position

6 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €43,200 - €67,200
**Private Client Advice Associate Role Overview**The Private Client Advice (PCA) group is responsible for evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.This position involves working closely with team members, Analysts, Tied Agents and Investment Counsellors to provide regulated and suitable advice to prospective and existing clients. You will learn to use data and insights to guide your recommendations.
  • Collecting client information, utilizing data from third-party vendors, and conducting analysis based on existing assets to prepare and format written proposals.
  • Collaborating with other internal groups to ensure smooth case transitions.
  • Contributing to ad hoc group projects aimed at increasing efficiency.
  • Utilizing Excel (performing complex functions) and Adobe to customize proposals and produce detailed reports.
Key Qualifications:
  • A University degree or equivalent combination of education/experience.
  • Fluent language proficiency in Dutch (Written and Verbal).
  • Experience with financial planning and investment principles or industry exams preferred.
  • Ability to deliver high-quality work within target timelines.
  • Enthusiasm for working in a dynamic, collaborative environment to support high-volume output.

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