обновлено 11 дней назад
Business Development Professional Associate (Wealth Management)
Мэтч & Сопровод
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Описание вакансии
Текст:
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
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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