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Investment Associate

2 weeks ago

Dublin, Ireland Elevate Partners Full time
Our client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.Role Duties:  Working closely with an Associate Director/Director Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships Identifying revenue potential and opportunities to cross-sell the firm's services Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately Deal promptly and efficiently with client queries

Requirements

Degree or master’s in business related area APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification Proficient in CRM A strong client focus, to ensure effective service delivery Strong communication and presentation skills