Junior Portfolio Man....
Junior Portfolio Manager
Posted on :
21-12-2023
Employer Active
1 Vacancy
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Job Description
Req ID : 2413761
We are currently working with a leading Wealth Management firm who are looking to hire a Junior Portfolio Manager (Private Clients) to join their team in Dublin.
Role Duties:
- Managing the development of longterm client relationships with customers in line with the firms investment strategy and market view.
- Delivery of wealth management advice to existing clients focusing on providing solutions in areas such as Retirement Planning Pensions and overall Wealth Management.
- Managing the crossselling of the firms products.
- Execute a engagement plan for each advisory relationship to ensure they receive proactive relevant and appropriate contact investment ideas and recommendations and structured portfolio reviews
Requirements
- Strong understanding of investment markets and portfolio management
- QFA is essential
- Excellent presentation skills are important
- Attention to detail is exceptionally important for the role
- Ability to show initiative and work within in team
Benefits
On offer is a competitive salary and benefits package along with the opportunity to join a well established brand. Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
Strong understanding of investment markets and portfolio management QFA is essential Excellent presentation skills are important Attention to detail is exceptionally important for the role Ability to show initiative and work within in team
Employment Type
Full Time
Key Skills
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