Investment Manager

Details of the offer

Job Description We are currently working with an International Wealth Management firm who are looking to hire an Investment Manager to join their team in Dublin.
The successful candidate will build and develop trusted relationships with current and potential clients, providing investment advice and portfolio management to the client.
Role Duties: To look after and support client needs.
To develop existing client relationships and build new client relationships through effective ongoing service.
To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk.
To review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.
Requirements Degree or Masters in Business related area.
Professional Qualification (QFA, CFA etc).
3 – 5 years experience in private Clients within the banking/ wealth management industry .
Understanding of the financial services industry and investment market.
Experience of managing client investment portfolios and providing investment advice.
Benefits Please apply through the link provided or get in touch with Aoife Stokes via ****** to schedule a confidential phone call.
Requirements Relationship Management QFA


Nominal Salary: To be agreed

Job Function:

Requirements

Vie Financial Reporting Officer

Responsibilities Société Générale Securities Services (SGSS) is part of Global Banking & Investor Solutions (GBIS), a key pillar of Société Générale's univer...


Sgs Société Générale De Surveillance Sa - County Dublin

Published a month ago

2025 Retirement Actuarial Graduate Trainee Consultant Programme, Dublin

Description WTW With roots dating to 1828, WTW has 48,000 employees serving more than 140 countries. WTW is the leading provider of retirement consulting an...


Willis Towers Watson - County Dublin

Published a month ago

Vie Financial Reporting Officer

Responsibilities Société Générale Securities Services (SGSS) is part of Global Banking & Investor Solutions (GBIS), a key pillar of Société Générale's univer...


Sgs Société Générale De Surveillance Sa - County Dublin

Published a month ago

Retail Banking Graduate Programme 2025

Role: Retail Banking Graduate Programme 2025      Location: Dublin/Regional Start Date: September 2025 This role is being offered as a 23-month contract     ...


Allied Irish Bank - County Dublin

Published a month ago

Built at: 2024-11-14T11:38:03.160Z