Spanish Private Clients Wealth Advisor – Dublin

Recruit UK; Barcelona; Sur place; EUR 49 000 - 82 000; Plein temps

Avantages offerts par ce poste

Hybrid work opportunities

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Relationship-building

Financial markets knowledge

Communication skills

Client management

Formation

Degree in finance

Description du poste

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.