Responsibilities:
- Build and maintain strong relationships with private clients acting as a trusted point of contact for their investment needs
- Support senior team members in delivering tailored financial advice and recommendations aligned to client objectives
- Conduct regular portfolio reviews and prepare investment reports, market updates and client presentations
- Keeping up to date on financial markets and communicating relevant insights to clients
- Work closely with investment, compliance and operations teams to ensure a high standard of client service and regulatory compliance
- 2-5 years experience within Wealth Management, Private Banking, Investment Advisory or Investment Management
- QFA qualified
- Good understanding of financial markets
- Strong communication and relationship management skills
- Excellent attention to detail and time management
For more information on this Junior Portfolio Manager position or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.
