Junior Portfolio Manager

  • excellent
  • Dublin, Leinster, Ireland
  • Permanent, Full time
  • Paragon Executive
  • 19 Feb 18 2018-02-19

Our client, a large investment firm, is actively seeking to hire an outstanding Junior Portfolio Manager to join its award winning team. This is an excellent and exciting opportunity for a skilled investment professional with strong client relationship skills.

The role

  • Managing the development of long-term client relationships with Private Client customers in line with investment strategy and tactics.
  • Identifying opportunities to cross-sell investment products.
  • Identifying potential clients and developing long-term relationships.
  • To review existing client relationships, and in line with Investment Strategy, to evaluate revenue potential.
  • Identifying top priority prospects, proactively pursue leads and close sales, as guided by Senior Portfolio Manager.
  • Assisting in the creation of relationship plans for each client relating to commission growth, fee growth, portfolio performance and funds under management.
  • Managing all MIS relating to client relationships.

 

The requirements

 

  • Degree or Masters Level in business related discipline, CFA desirable.
  • APA Savings and Investments APA Pensions.
  • A strong client focuses to ensure effective service delivery.
  • Demonstrable knowledge of financial markets and investment.
  • Demonstrable understanding of the regulatory framework.
  • Very strong communication and presentation skills verbal and written.
  • A high level of initiative and enthusiasm with the ability to identify opportunities within the market.

 

This is an excellent opportunity for a dynamic individual with a real passion for markets and should you meet the above requirements – Please contact Sean Sweeney on 018746770 or ssweeney@paragonexecutive.com