Investment Associate Role

5 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €40,000 - €60,000
Investment Career Opportunity

We are seeking a skilled and motivated professional to join our team as an investment associate.

As an investment associate, you will play a key role in delivering exceptional outcomes for our clients by creating and executing relationship plans, identifying revenue potential, and managing client relationships.

Key Responsibilities
  • Develop and execute relationship plans to deliver proactive, relevant, and appropriate contact to clients.
  • Identify opportunities to cross-sell our services and analyze existing client relationships for categorization and management.
  • Manage data and information related to client relationships and respond promptly and efficiently to client queries.
  • Ensure all activities and duties are carried out in full compliance with regulatory requirements and internal policies.

To be successful in this role, you will have a degree or masters in business, industry experience, APA qualifications, and proficiency in Microsoft Office applications.

You will also demonstrate a strong client focus, excellent communication and presentation skills, and a commitment to further education and continuous learning.

What We Offer

As an investment associate, you will have access to a range of benefits and experiences to support your professional and personal growth, including competitive salary, performance-related bonus, flexible benefits, employer pension contribution, and multiple insurance coverage.

Our award-winning Learning & Development Team will provide training support, and we offer extensive sports & social programs, flexible working options, employee assistance program, enhanced leave options, and social & community care initiatives.

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