Financial Advisor - Investment Advisor

Permanet | Financial Advisor / Investment Advisor | hybrid / Dublin

As an Investment Advisor you'll manage relationships with high-net-worth clients from our clients 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.
• 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.