Finance Professional

6 days ago


Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000

Investment Advisor Role

We are seeking a skilled Investment Advisor to join our team in Spain. As an Investment Advisor, you will be responsible for managing relationships with high-net-worth clients and providing exceptional service.

The ideal candidate will have a strong understanding of financial markets and concepts, as well as excellent communication and interpersonal skills. A bachelor's degree in a related field is also preferred.

About the Job:

You will be responsible for building long-standing relationships with clients, ensuring they receive exceptional service and education on their portfolios. You will also manage a book of high-net-worth relationships and act as a conduit between clients, research and trading departments, and various service teams.

Key Responsibilities:

  • Build and maintain relationships with high-net-worth clients
  • Manage client portfolios and provide education on investment strategies
  • Act as a liaison between clients, research and trading departments, and service teams
  • Stay up-to-date on market trends and economic conditions

Requirements:

  • Bachelor's degree in a related field (finance, economics, etc.)
  • 2+ years experience in private banking or wealth management
  • Native Spanish language skills
  • Strong communication and interpersonal skills

Benefits:

We offer a competitive salary and benefits package, including health insurance, retirement plan, and paid time off. We also provide ongoing training and development opportunities to help you grow in your career.

Why Join Us:

We are a dynamic and growing company that values our employees' contributions. We offer a collaborative work environment and opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about finance and customer service, we encourage you to apply.


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