Investment Counsellor (Barcelona)

Investment Counsellor (Barcelona)

17 oct
|
Recruit UK
|
Barcelona

17 oct

Recruit UK

Barcelona

Investment Counsellor – Spanish Private Clients Recruit UK are working with a leading global investment management firm that is looking to appoint an Investment Counsellor to join its Dublin-based team. The Opportunity This is an exciting opportunity for an experienced finance professional to develop their career within wealth management, working closely with high-net-worth private clients. You will be responsible for building and maintaining long-term client relationships, providing an exceptional level of service, and helping clients understand their investment strategy and the wider financial markets. The Day-to-Day * Build and maintain strong, long-term relationships with high-net-worth private clients. * Manage a portfolio of client relationships and act as a key point of contact. * Keep clients informed about their portfolios, relevant market developments and investment strategies. * Clearly communicate investment decisions and financial information in an engaging and easy-to-understand manner. * Work closely with internal investment, research, trading and client service teams.



* Develop your knowledge of financial markets, investments and portfolio management through ongoing training and development. Your Qualifications * 2+ years' experience working with private clients within wealth management, private banking, financial services or a related environment. * Strong knowledge of financial markets, investments and broader economic developments, with excellent communication and relationship-building skills. * Native Spanish and fluent English language skills are essential. * A relevant degree or financial qualification such as QFA, CISI or CFA would be beneficial, but is not essential. What’s on Offer * Salary up to €82,000, depending on experience, plus performance-related bonus. * Opportunity to work with high-net-worth private clients within a integral investment management organisation. * Comprehensive training and ongoing professional development. * Collabor

📌 Investment Counsellor (Barcelona)
🏢 Recruit UK
📍 Barcelona

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