Partner
Banking & Treasury |
Insurance | Executive
Associate Director - Investment Manager
Job ref: 47128
LocationDublin City Centre
SectorFunds & Investment Management, Banking & Treasury
Job typePermanent
Salary€120,000+
Our client, a leading Wealth Manager, is seeking an experienced Senior Investment Manager.
The Job:
The Candidate:
If you are interested, please send a CV in confidence to Alan Bluett at the enclosed address.
The Job:
- Build new client relationships and develop existing client relationships
- Execute the annual Business plan in line with agreed targets
- Construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
- Work in partnership with Financial Planning and Professional Services colleagues to develop client relationships
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
The Candidate:
- Min 10 years' plus experienced as an investment manager
- Strong understanding of the financial services industry and investment market
- Proven experience of managing client investment portfolios and providing investment advice
- Experience of re-modelling newly acquired portfolios and bringing them into line with the investment policy
- Strong technical /product knowledge and effective communication of wide-ranging investment Management strategies/solutions
- Excellent numeracy and analytical skills
- Track record of leading pitches and winning new business
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
If you are interested, please send a CV in confidence to Alan Bluett at the enclosed address.
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