Financial Advisor Manager
2 days ago
We are a leading global investment management firm providing professional discretionary portfolio management services for high net worth private clients and institutions.
Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors in Spain.
The successful candidate will be responsible for managing relationships with high-net-worth clients in Spain, understanding their needs and educating them on the reasoning behind portfolio changes.
The OpportunityThis is an exciting opportunity for a skilled Investment Counsellor to join our Dublin office and contribute to our expansion in Europe.
You will report to your Team Manager who will aid in your professional development and provide ongoing training and support.
Build long-standing relationships with high-net-worth clients in Spain.
Manage a book of approximately €100-150 million in assets.
Be the conduit between our clients, our Investment Policy Committee, research and trading departments, and service teams.
Proactively update clients on portfolio changes, financial markets, and our current market strategy.
Gain advanced finance education through our training program.
2+ years exposure to private clients within the banking/wealth management industry.
A sound knowledge of financial concepts, markets, and current events.
Native Spanish and native or fluent English language skills.
Ability to connect with and educate a variety of audiences.
Maintain a positive personality and empathise with clients in good times and bad.
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