Financial Relationship Manager

1 week ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €80,000 - €120,000
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Are you passionate about finance and looking to take the next step in your career?

\The Opportunity\

This role involves managing relationships with high-net-worth clients, understanding their needs, and educating them on portfolio changes.

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You will report to a Team Manager who will aid in your professional development.

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Day-to-Day Responsibilities:

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  • Build long-standing relationships with clients, ensuring exceptional service\
  • Manage a book of high-net-worth relationships with significant assets\
  • Be the conduit between clients, research and trading departments, and service teams\
  • Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy\
    • \

Your Qualifications:

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  • At least 2 years' exposure to private clients within the banking/wealth management industry\
  • A sound knowledge of financial concepts, markets, current events, and the market you will service your clients in\
  • The ability to connect with and educate various audiences\
  • Able to maintain positivity and empathise with clients in good times and bad\
    • \

Why This Role:

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  • We put clients first, providing unmatched service, and taking a personalised approach to investing\
  • Our simple and transparent fee structure aligns with our clients' priorities\
  • Benefits include paid premiums for top-tier supplemental healthcare and dental plans, annual leave, paid holidays, enhanced maternity pay package, retirement pension plan, gym subsidy, Employee Assistance Program, and collaborative working environment\

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