Investment Relationship Manager

Morgan McKinley

Dublin, County Dublin, Ireland · పూర్తి సమయం

దరఖాస్తు చేసుకునే వారిలో మొదటి వ్యక్తిగా ఉండండి

అనుభవం: 2+ సంవత్సరాలు
జీతం: —
ఖాళీలు: 1
పోస్ట్ చేయబడింది: 2 గంటల క్రితం

పని విధానం: కార్యాలయంలో
పునఃప్రారంభం: దరఖాస్తు చేసుకోవాలి

మీరు ఎక్కడ పని చేస్తారు

ఉద్యోగ వివరణ

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.

నైపుణ్యాలు

పోర్ట్‌ఫోలియో నిర్వహణ క్లయింట్ సంబంధాల నిర్వహణ Financial Markets Knowledge Client-Focused Communication Investment Strategy Communication Multilingual proficiency wealth management experience market research understanding CFA qualification desirable