Investment Counsellor

CAPITAL RESSOURCES; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

CAPITAL RESSOURCES in Dublin seeks an Investment Counsellor to manage long-term relationships with private clients and provide tailored investment guidance. You will analyse portfolio developments and market insights while communicating clearly to clients with a professional, client-focused approach.

This role offers strong training, exposure to financial markets, portfolio management concepts, and a collaborative environment within an international wealth management team.

Qualifications

• 2+ years of experience with private clients in banking or wealth management.
• Solid knowledge of financial markets and investment products.
• Dutch language skills (native or fluent) required.
• Strong analytical, communication and interpersonal abilities.
• MiFID certification or equivalent is required.

Responsibilities

• Manage and develop long-term relationships with private clients.
• Understand clients' investment objectives and provide relevant guidance.
• Analyse and explain portfolio developments, markets and decisions.
• Communicate regularly with clients with clear, high-quality information.
• Collaborate with internal investment and research teams.
• Develop expertise in financial markets through ongoing training.

Skills

2+ years experience

Dutch fluency

Analytical skills

Education

MiFID certification

Job description

We are currently looking for an experienced Investment Counsellor to join an international financial services organisation based in Dublin.

The position offers the opportunity to develop within an international environment, working closely with High-Net-Worth Individuals (HNWIs) and providing investment guidance and financial market insights to private clients.

The role combines financial analysis, investment advice and long-term client relationship management, with no business development or cold-calling responsibilities.

Your role :

• Manage and develop long-term relationships with private clients
• Understand clients' investment objectives and provide relevant financial guidance
• Analyse and explain portfolio developments, financial markets and investment decisions
• Communicate regularly with clients and provide clear, high-quality investment information
• Work closely with internal investment and research teams
• Develop your expertise in financial markets and investment management through ongoing training

Your profile

• 2+ years of experience working with private clients in banking, wealth management or a similar environment
• Good knowledge of financial markets and investment products
• Dutch: native or fluent
• Strong analytical, communication and interpersonal skills
• Ability to explain financial topics clearly to clients
• Client-focused, professional and empathetic approach
• MiFID certification, training or equivalent

The opportunity

• Strong training and professional development
• Exposure to financial markets, investment strategy and portfolio management
• Competitive compensation and benefits package

Location: Dublin, Ireland

Work arrangement: Office-based, with potential hybrid flexibility

Sector: Investment Management / Wealth Management