Wealth Manager

Description:

We are currently working with an International Wealth Management firm who are looking to hire a Wealth 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.

Key Responsibilities:

• 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).
• 2 – 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.