Private Client Analyst

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

Job Description

Excellent opportunity to join a leading wealth management firm. The Private Client Analyst will provide support to Financial Planners and Investment Managers, to ensure first rate client service. In return, you will receive full training and development in all aspects of the Investment and Wealth Management process.

Key responsibilities:

  • Building relationships with clients and internal stakeholders.
  • Maintaining office systems and client records.
  • Liaising with third party providers.
  • Assisting investment managers in the preparation of new business pitches and presentations to clients and key introducers.

Requirements for this Role

Successful candidate will likely have the following background:

  • A strong third-level degree in finance or in a quantitative discipline.
  • An interest in a career in wealth management or investing.
  • A deep interest in the financial markets and investing.
  • Excellent interpersonal and communication skills.
  • Willingness to learn.

About Our Client

A leading Wealth Management fund.


Competitive salary and benefits package.