Investment Manager (Wealth)

Wealth Management
Dublin C.C.
Job Type:
Refrence No.:

Job Description

Excellent opportunity to join a leading wealth management firm. The Investment Manager will work closely with the Investment Director to build trusted relationships with clients, manage client portfolios and to develop investment strategies. Key responsibilities:

  • Providing detailed market and sectoral analysis to support the firm’s investment decisions.
  • Assisting in the management of client portfolios.
  • Developing strong relationships with clients and other stakeholders.
  • Supporting the senior team with presentations and investment proposals.

Requirements for this Role

Successful candidate will likely have the following background:

  • Experience (c. 2+ years) in a wealth management or investment environment.
  • A strong third-level degree in finance or in a quantitative discipline.
  • QFA qualified and CFP qualified (or a desire to work towards the CFP).
  • A deep interest in the financial markets and investing.
  • Strong data analysis skills and experience using various software/financial systems.
  • Excellent interpersonal and communication skills.

About Our Client

A leading wealth management firm.


Competitive salary and benefits package.