Manage high-net-worth client relationships, provide exceptional service, and educate clients on port
岗位职责
As an Investment Counsellor, you will focus on managing relationships with high-net-worth clients in Ireland. Your ability to understand clients' needs and educate them on the reasoning behind portfolio changes will be crucial to maintaining long-lasting relationships. You will report to your Team Manager, who will support your professional development. Key responsibilities include: Build long-standing relationships with clients, ensuring they always receive exceptional service.
Manage a portfolio of high-net-worth client relationships with approximately €100–150 million in assets.
申请条件
2+ years' experience working with private clients within the banking or wealth management industry.
QFA qualified or working towards QFA is preferred.
A sound knowledge of financial concepts, markets, current events, and the market in which you will service your clients.