Private Client Investment Advisor – HNWI Focus (Hybrid)

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

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.