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Morgan McKinley

Investment Relationship Manager

Morgan McKinley

Dublin, County Dublin, Ireland · 정규직

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경험
2년 이상
샐러리
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1
게시됨
51분 전
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신청 시 필수 사항

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About the Role

We are collaborating with a prominent global investment firm in their ongoing expansion across Europe to recruit an Investment Relationship Manager. This role presents a valuable chance for finance professionals eager to enhance their expertise in financial markets, investment strategies, and advisory services for high-net-worth clients within a prestigious international setting.

Key Responsibilities

  • Oversee a portfolio of high-net-worth clients, fostering and sustaining long-term relationships.
  • Serve as the primary liaison between clients and the firm's internal teams, including investments, research, trading, and client services.
  • Proactively communicate updates regarding portfolio activities, developments in the market, and investment strategies.
  • Ensure delivery of exceptional client service and effective relationship management.
  • Engage in comprehensive training programs to deepen knowledge of financial and capital markets.

Candidate Requirements

  • At least two years’ experience dealing with private clients in banking or wealth management sectors.
  • Comprehensive understanding of financial markets, investment principles, and prevailing market trends.
  • Proficiency in a European native language; fluency in English is a strong advantage.
  • Possession of CFA qualification is a plus.
  • Excellent communicative abilities and strong skills in building client relationships with a service-oriented approach.

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