360 Search are recruiting for a leading global financial services firm specializing in equities, Investment Banking, Real Estate, Fixed Income and Currencies.
In Ireland the Firm provides a full suite of investment services, primarily wealth management, fund management, debt capital markets and corporate finance.
An exciting opportunity has arisen for a Portfolio Manager in Dublin.
The role requires someone who is self-motivated and experienced portfolio manager. The successful candidate will deal with an existing book of clients and will also be expected to generate new business for the firm over the medium term. The individual shall always place the interests of the client first. Relationship building is critical to this role and is a corner stone to growing business and the retention of business for the firm.
Key Responsibilities:
- Managing the development of long-term client relationships with customers in line with the Firms investment strategy and market view.
- Delivery of wealth management advice to existing clients focusing on providing solutions in areas such as Protection, Retirement Planning, Wealth transfer.
- Managing all service requirements and subsequent delivery to all private, corporate and intermediary clients under your remit.
- Developing new business opportunities and generating wider revenue streams with existing clients.
- Managing the cross-selling of product delivery capabilities, including pensions, structured products, life products, equity funds etc.
- Ensuring adequate competency levels, formal and informal, for services offered or product sold.
- Participating in all technical and other training courses organised by the Company.
- Participating in ad hoc groups formed to improve company procedures and service standards.
- Assisting in presentations to new business leads and current clients on product offerings (Equity, Bonds, Property, EIIS, Investment Bonds, Loan Notes etc.), investment philosophy and market view.
- Creating an annual business plan, including relationship plans for each client, relating to commission and commission growth, fee and fee growth, portfolio performance and funds under management targets.
Client entertainment – proactive involvement with client base in terms of social events, sporting events etc.
Skills and Competencies:
- Excellent oral and written communications skills are required
- Attention to detail is exceptionally important for the role
- Ability to show initiative and work within in team
- High level of proficiency in MS Word, Excel, Outlook and PowerPoint
- The ability to liaise with various teams including Retail Stockbroking, Product Development, Corporate Finance, MIM and Marketing, to successfully convert leads into business.
- Meet Central Bank requirements for Minimum Competency and Fitness and Probity
Key Qualifications:
- Degree in Business/Finance studies
- Minimum Competency achieved in accordance with MCC Central Bank of Ireland. QFA, Registered Stockbroker, APA (Savings & Investments).
- Genuine interest in investment markets Under The Central Bank of Ireland’s (CBI) Individual Accountability Framework (IAF) established under The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as a Control Function holder, you have a Duty of Responsibility under the CBI Common Conduct Standards.
