Investment Counsellor

About the Company

Our client is a prominent independent investment firm operating globally, with a wealth of experience exceeding 50 years. They specialize in crafting customized investment strategies driven by thorough research and a strong commitment to their clients' success. Their office in Dublin is expanding, offering a stimulating and collaborative workplace that promotes professional advancement, innovation, and superior financial services.

Job Responsibilities

• Establish and nurture enduring relationships with clients, ensuring delivery of outstanding service at all times.
• Manage a portfolio of high-net-worth clients controlling assets ranging between €100-150 million.
• Serve as a liaison connecting clients with the Investment Policy Committee, research and trading units, and multiple service departments.
• Regularly inform clients about portfolio updates, movements in financial markets, and the firm's prevailing market strategies and investment principles.
• Advance financial and capital market knowledge through dedicated company training schemes.
• Maintain a positive demeanor while showing empathy towards client needs.

Candidate Requirements

• Fluency in both Dutch and English languages, including written and verbal communication.
• At least 2 years of experience working with private clients in banking or wealth management sectors.
• Possession of MiFID certification, relevant training, or comparable qualifications.
• CFA qualification or equivalent academic credentials is advantageous.
• Strong understanding of financial concepts, market trends, and economic developments.
• A willingness and capacity to engage with and educate diverse audiences.

Employee Benefits

• Full coverage of premiums for premium-level supplemental healthcare and dental insurance for employees and eligible family members.
• 28 days of paid annual vacation with an option to buy up to three additional days, supplemented by up to 11 paid public holidays.
• Enhanced maternity benefits with 26 weeks of salary top-up to full base pay for qualifying staff.
• Support for fertility, hormonal health, and family-building needs.
• A retirement plan featuring a 9% employer contribution on base salary, plus an additional match up to 5%.
• A monthly subsidy to assist with gym memberships.
• Access to Employee Assistance Programs and other services focused on mental and emotional health.
• A supportive and collaborative workplace culture emphasizing continuous training, learning, and recognition events.
• Relocation support package available.