Investment Counsellor

Investment Counsellor

Our client, a leading global wealth manager, is currently seeking an Investment Counsellor ("IC") to join their Dublin based team. This is an excellent opportunity for a client facing individual who is looking to grow their career within a global investment management firm.

The IC role is focused on managing relationships with high-net-worth clients in Ireland. Your ability to understand clients' needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to a Team Manager who will aid in your professional development.

The Job:

• Build long standing relationships with our clients, ensuring they always receive exceptional service
• Manage a book of high-net-worth relationships with approximately €100-150 million in assets
• Be the conduit between clients, Investment Policy Committee, research and trading departments
• Proactively update clients on portfolio changes, financial markets, current market strategy and investment philosophy
• Gain advanced finance and capital markets education through our training program

• 2+ years exposure to private clients within the banking/wealth management industry
• QFA or working towards QFA preferred
• A sound knowledge of financial concepts, markets, current events and the market you will service your clients in
• The ability to connect with and educate a variety of audiences
• Able to maintain positivity and empathise with clients in good times and bad

The Package:
Full benefits package on offer with this role.
In addition, there is a very lucrative bonus/commission structure.

If interested, please email Alan Bluett alan@thepanel.com with a current CV.