Investment Manager

  • 80k + Benefits
  • Dublin, Leinster, Ireland
  • Permanent, Full time
  • Capital Markets Executive Search
  • 05 Mar 19

Investment Manager - Private Banking Capital Markets are partnering with a leading global brand that provides Wealth and Investment advice to its High Net Worth and Family Office banking client base.

Primary Responsibilities

  • Create bespoke investment portfolios taking into account personal objectives and individual financial personalities. 
  • Excellent presentation skills with the ability to clearly outline investment and portfolio positioning.
  • Provide ongoing professional advice and consultation with respect to client needs.

Key competencies  

  • Excellent understanding of a range of asset classes, namely, equities, bonds, alternatives, derivatives and foreign exchange.
  • Strong knowledge of macroeconomics, behavioural economics and portfolio construction.
  • Provide ongoing professional advice and consultation with respect to client needs.
  • Good judgement of making changes to deliver quality service within client portfolios.
  • Strong relationship building skills both internally and externally.
  • Excellent written and oral communication ability.
  • Provide advice on individual solutions and devise investment recommendations for clients
  • Review investment portfolios regularly
  • Investment Advisors will provide technical expertise and support execution of FX.
  • Technical and product knowledge to deliver recommendations on the full spectrum of global markets and associated investment services and solutions utilising all available product areas.
  • Practical knowledge of UK regulatory requirements.
  • Have a strong ethical and compliance focus towards investments.
  • Multi-lingual skills are not essential but would be viewed positively.

Relevant Qualifications and desireable attributes:

  • CFA qualification is highly desirable. 
  • Primary degree in a relevant discipline having achieved at least a 2.1 grade
  • Awareness of market movements and potential investment opportunities.
  • Excellent knowledge of regulatory legislation and provision.
  • Driving ambition to achieve goals.
  • Strong communication and organisational skills.