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Invesment Advisor (Spanish speaker)
Fecha de publicación 03.11.2024
Permanet | Invesment Advisor (Spanish speaker) | hybrid / Dublin
As an Invesment Advisor (Spanish speaker) you'll manage relationships with high-net-worth clients in Spain from our clinets Dublin office. Your role will focus on educating clients about portfolio changes, market strategies, and their investment philosophy-all while providing top-tier client service and support.
Key Responsibilities:
- Build and maintain strong client relationships, offering exceptional service every step of the way.
- Manage a high-value book of relationships, approximately €100-150 million in assets.
- Collaborate with our Investment Policy Committee, research and trading teams, and several service departments to keep clients informed.
- Gain advanced knowledge in finance and capital markets through our training program.
Qualifications:
- 2+ years of experience with private clients in the banking or wealth management industry.
- Solid understanding of financial markets, concepts, and current events.
- Native Spanish and fluent English (additional European languages a plus).
- Empathetic, positive personality with excellent communication skills.
- Bachelor's Degree, Master's, or CFA is beneficial; IMC or CISI level 4 is a plus.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Morgan McKinley
3 candidatos viendo ahora
Fecha de publicación 03.11.2024
2 has solicitado
Nos esforzamos por disponer de información fiable sobre cada trabajo. Por favor, díganos si nos hemos equivocado en algo o si encontraste algún problema técnico.
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