Investment Counsellor

Job Description

Description:
We are hiring for our client a leading global investment firm who are continuing to expand their presence in Ireland and are seeking an ambitious Investment Counsellor to join their Dublin team.

This Investment Counsellor job offers the opportunity to work directly with high-net-worth clients building long-term relationships while advising on financial markets and investment strategies. The successful Investment Counsellor will play a key role in delivering a high-quality personalised service acting as a trusted advisor and primary point of contact for clients.

This is an excellent opportunity for a finance professional who wants to deepen their expertise in capital markets while developing strong client relationships within a globally recognised organisation.

Top 3 Things to Know About this Job:

1. Work with high-net-worth clients managing 100M150M portfolios

2. Clear career development with structured training in financial markets

3. Excellent benefits package including strong pension and healthcare

The Role:
Build and maintain long-standing relationships with high-net-worth clients
Manage a portfolio of client assets typically ranging from 100M150M
Act as the key point of contact between clients and internal investment teams
Communicate portfolio updates market insights and investment strategy clearly
Educate clients on financial markets and the rationale behind investment decisions
Work closely with investment research and trading teams to deliver best-in-class service
Participate in ongoing training to develop advanced knowledge of capital markets

The Person:
2 years experience working with private clients in banking or wealth management
QFA qualified or working towards qualification desirable
Strong understanding of financial markets and investment principles
Excellent communication skills with the ability to explain complex concepts clearly
Strong relationship-building skills with a client-focused mindset
Resilient empathetic and professional approach when dealing with clients

The Rewards:
Highly competitive salary and benefits package
9% company pension contribution plus additional matched contribution
Premium healthcare and dental cover
28 days annual leave plus public holidays with option to purchase more
Structured training and long-term career development opportunities
Collaborative and high-performing working environment
Gym subsidy and wellbeing support programmes
Hybrid working options available based on tenure and performance

Next Steps Why Hunter Savage:
For further information and to apply for this Investment Counsellor job please contact Connor Donaghy directly.

At Hunter Savage we are a specialist recruitment consultancy with a strong focus on Accountancy & Finance roles across NI & ROI. We pride ourselves on building long-term relationships and providing expert confidential career advice to help you make the right move.

Visit our website for a full list of Accountancy & Finance opportunities.

Salary is negotiable and will depend on experience and expertise. We reserve the right to heighten shortlisting criteria depending on the calibre of response.