Private Clients Investment Manager

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Job Description

ICs manage high-net-worth relationships in Ireland from Clients headquarters in Dublin by serving as their primary point of contact and typically manage a client book with approximately €100-150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-lasting relationships. Candidates need to demonstrate they have the ability to build trust with our clients, which is done on a foundation of financial, social and organisational skills. To summarise, ICs have the following responsibilities and qualifications;

 

The Day-To-Day:

  • Building long standing relationships with our clients, ensuring they receive the highest level of service at all times;
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets;
  • Act as the conduit between the client, research, the Investment Policy Committee, trading and various other departments;
  • Proactively communicate portfolio updates and educate clients on financial markets, our current market strategy and investment philosophy;
  • Gain advanced finance and capital markets education through our training and mentoring program.

Your Qualifications:

  • Proven track record of 3 to 5 years exposure to private clients within the banking /wealth management industry;
  • Bachelor or Master Degree strongly preferred;
  • CFA or working towards CFA preferred;
  • IMC or CISI level 4 preferred;
  • A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in;
  • The ability to listen and empathise with clients, in good times and bad;
  • The ability to communicate and educate;
  • Personable and positive personality with a strong professional work ethic;
  • Efficient time management and organizational skills.
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