Investment Counsellor

Recruit UK; Barcelona; On-site; EUR 49,000 - 82,000; Full time

Benefits offered by this job

Hybrid work opportunities

Job summary

Recruit UK, a leading global investment management firm, is seeking an Investment Counsellor to join its Dublin-based private client team. You will build and maintain long-term relationships with high-net-worth clients and help them understand their investment strategy and the broader financial markets.

The role offers comprehensive training, a supportive environment, and a hybrid working option. Native Spanish and fluent English are essential for success in this client-facing position.

Qualifications

• 2+ years' experience working with private clients within wealth management, private banking, financial services or a related environment.
• Strong knowledge of financial markets, investments and broader economic developments, with excellent communication and relationship-building skills.
• Native Spanish and fluent English language skills are essential.
• A relevant degree or financial qualification such as QFA, CISI or CFA would be beneficial, but is not essential.

Responsibilities

• Build and maintain strong, long-term relationships with high-net-worth private clients.
• Manage a portfolio of client relationships and act as a key point of contact.
• Keep clients informed about their portfolios, relevant market developments and investment strategies.
• Clearly communicate investment decisions and financial information in an engaging and easy-to-understand manner.
• Work closely with internal investment, research, trading and client service teams.
• Develop your knowledge of financial markets, investments and portfolio management through ongoing training and development.

Skills

Relationship-building

Financial markets knowledge

Communication skills

Client management

Education

Degree in finance

Job description

Investment Counsellor – Spanish Private Clients

Recruit UK are working with a leading global investment management firm that is looking to appoint an Investment Counsellor to join its Dublin-based team.

The Opportunity

This is an exciting opportunity for an experienced finance professional to develop their career within wealth management, working closely with high-net-worth private clients. You will be responsible for building and maintaining long-term client relationships, providing an exceptional level of service, and helping clients understand their investment strategy and the wider financial markets.

The Day-to-Day

• Build and maintain strong, long-term relationships with high-net-worth private clients.
• Manage a portfolio of client relationships and act as a key point of contact.
• Keep clients informed about their portfolios, relevant market developments and investment strategies.
• Clearly communicate investment decisions and financial information in an engaging and easy-to-understand manner.
• Work closely with internal investment, research, trading and client service teams.
• Develop your knowledge of financial markets, investments and portfolio management through ongoing training and development.

Your Qualifications

• 2+ years' experience working with private clients within wealth management, private banking, financial services or a related environment.
• Strong knowledge of financial markets, investments and broader economic developments, with excellent communication and relationship-building skills.
• Native Spanish and fluent English language skills are essential.
• A relevant degree or financial qualification such as QFA, CISI or CFA would be beneficial, but is not essential.

What’s on Offer

• Salary up to €82,000, depending on experience, plus performance-related bonus.
• Opportunity to work with high-net-worth private clients within a global investment management organisation.
• Comprehensive training and ongoing professional development.
• Collaborative and supportive working environment.
• Dublin-based office with potential hybrid working opportunities, subject to role, tenure and performance.