Recruit UK are working with a leading integral 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 global investment management organisation.
Comprehensive training and ongoing professional development.
Collaborative and supportive working environment.
Dublin-based office with potential hybrid working opportunities, subject to role, tenure and performance.
📌 Investment Counsellor (Madrid)
🏢 Recruit UK
📍 Madrid
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