We are currently working with a leading Wealth Management firm who are looking to add a Senior Portfolio Manager to their team. This is business development role and well suited to candidates who have a demonstrable track record and network in the Irish wealth management space.
Role responsibilities:
* Responsible for management of the investment and planning needs of our clients
* Build and foster key relationships with clients or the firms partners' in relation to client propositions and investment planning
* A proven ability to grow a client book
* Proactively pursue leads and manage the cross-sell of the firms products and service
* Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
The Person
* QFA is a pre-requisite there is no flexibility and only candidates who are qualified will be considered
* A minimum of 10 years' experience, with proven track record of working with clients, building a book of business
* A strong network in the Irish private client industry
* Knowledge of and a strong interest in the international investment environment
* The ability to gain the trust and confidence of both clients and colleagues
On offer is a competitive salary and benefits package as well as the opportunity to join a well-established firm.
The field is required.
The field is required.
The field is required.
The field is required.
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