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Business Development Professional Associate (Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
c1
Страна
Ireland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Business Development Professional Associate (Wealth Management): Providing analytical, investment, and client service support for ultra-high-net-worth clients with an accent on new business generation and portfolio optimization. Focus on sourcing prospective clients via cold outreach, executing portfolio rebalancing, and implementing customized wealth management strategies.

Location: Onsite in Dublin, Ireland

Company

hirify.global is a leading global investment banking, securities, and investment management firm.

What you will do

  • Support and implement customized wealth management strategies for ultra-high-net-worth individuals and institutions.
  • Analyze investment portfolios for risk and return characteristics and execute rebalancing and trades.
  • Source new prospective clients through cold outreach and develop marketing presentations.
  • Research internal and external investment vehicles to optimize client asset allocation.
  • Serve as the team's expert for the client relationship management (CRM) system.
  • Liaise with internal product groups and relay market views to clients and advisors.

Requirements

  • Bachelor's degree.
  • 3-5 years of related financial services experience, with a preference for Wealth Management.
  • Strong interest in financial markets and a keen commercial instinct.
  • Excellent verbal and written communication and interpersonal skills.
  • Ability to work in a fast-paced environment and handle pressure.
  • Must be based in or able to work from Dublin, Ireland.

Culture & Benefits

  • Apprenticeship model designed for transition into a Private Wealth Advisor role.
  • Comprehensive training and development opportunities.
  • Strong commitment to diversity, inclusion, and professional growth.
  • Access to wellness, personal finance offerings, and mindfulness programs.
  • Collaborative, team-oriented environment within a global financial leader.

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