Dutch Investment Consultant

16 hours ago

Dublin, Dublin City, Ireland beBeeCareer Full time €45,000 - €60,000
Job Opportunity

We are seeking a Private Client Advice Associate to support our team in evaluating client goals, risk profiles, and current investment strategies.

As a PCA Associate, you will partner with other team members to provide regulated and suitable advice to prospective and existing clients.

Key Responsibilities

  • Prepare and format written proposals by collecting client information and conducting analysis based on existing assets.

  • Collaborate with internal groups to ensure smooth transition of cases.

  • Work on ad hoc group projects to increase efficiency.

  • Use Excel and Adobe to customize proposals and produce detailed reports.

Requirements

  • A University degree or equivalent combination of education/experience is required.

  • Fluent language proficiency in Dutch (written and verbal) is essential.

  • Experience with financial planning and investment principles is preferable.

  • Strong analytical and problem-solving skills are necessary.

  • A high level of attention to detail is required.

Benefits

  • We offer 100% paid premiums for top-tier supplemental healthcare and dental plans.

  • 28 days annual leave, plus up to 11 paid holidays.

  • An enhanced maternity pay package is available.

  • A retirement pension plan features a 9% company pension contribution.

  • A monthly gym subsidy of up to €50 per month is offered.

  • An Employee Assistance Program and emotional wellbeing services are provided.

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