Financial Consultant

Location:

Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€60,000 - €80,000

360 Search are working with are working with a reputable boutique brokerage with over 20 years industry experience. 
  
Responsibilities:

  • Develop and implement customized investment strategies for high net-worth clients.
  • Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
  • Manage client portfolios and assets under management, including investment selection, asset allocation, and rebalancing.
  • Conduct ongoing portfolio reviews and make necessary adjustments to ensure alignment with clients’ goals and objectives.
  • Stay current on industry trends and developments, as well as regulatory changes, to ensure compliance with all applicable laws and regulations.

  
Qualifications:

  • QFA minimum
  • Bachelor’s degree in finance, economics, or related field.
  • Minimum of 3 years of experience in financial planning and investment management, with a proven track record of success managing high net-worth clients.
  • Strong understanding of investment products and financial planning strategies.
  • Excellent communication skills, both verbal and written.
  • Ability to work independently and collaboratively in a team environment.
  • Strong attention to detail and ability to manage multiple priorities.
  • Ability to maintain client confidentiality and trust.

KATE CORCORAN

Life, Pensions and Investments Recruitment Consultant

Can’t find the job you’re looking for? Let us know!
Upload Your CV

Other Jobs