Investment Advisor

Our client is a leading independent investment firm with a global presence, managing assets for both institutional and private investors. With more than half a century of industry experience, they specialise in providing tailored investment strategies, guided by a research-driven approach and a commitment to client success. Their dynamic and collaborative work environment fosters professional growth, innovation, and excellence in financial services.

This role requires relocation to Dublin, Ireland.

Job Profile for Investment Counsellor

Responsibilities will include but not be limited to:

• Build long-standing relationships with company 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 company clients, the Investment Policy Committee, research and trading departments, and several service teams
• Proactively update clients on portfolio changes, financial markets, and the company's current market strategy and investment philosophy
• Gain advanced finance and capital markets education through the company training program
• Maintain a positive personality and empathise with clients

Candidate Profile for Investment Counsellor

• Must be fluent in Dutch and English, both written and spoken
• 2+ years of exposure to private clients within the banking or wealth management industry
• MiFID certification, training or the equivalent
• CFA or similar education is beneficial
• Knowledge of financial concepts, markets, current events and the market
• Willing to connect with and educate a variety of audiences

What Our Client Offers

• 100% paid premiums for company top-tier supplemental healthcare and dental plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
• Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees
• Fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly gym subsidy
• Employee Assistance Program and other emotional well-being services
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events
• Relocation package is available