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 general investment management organisation.Comprehensive training and ongoing professional development.Collaborative and supportive working environmen

📌 Investment Counsellor (Barcelona)
🏢 Recruit UK
📍 Barcelona