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Associate Client Advisor

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Job Summary

  • Dublin
  • Permanent
  • JN -012024-1954136
  • Jan 16, 2024
  • Competitive
Job Description

A leading wealth management, asset management, capital markets and financial advisory services company is seeking an Associate Client Advisor to join their Private Client division

Permanent | Associate Client Advisor | Dublin / hybridA leading wealth management, asset management, capital markets and financial advisory services company is seeking an Associate Client Advisor to join their Private Client division. This role would ideally suit someone with work experience in a professional services environment. Responsibilities:

  • Work with Client Advisers in setting investment strategies for their clients
  • Help coordinate tenders and responses to Requests for Proposal for new mandates
  • Develop an understanding of relevant regulatory environment to act as a resource for adviser queries
  • Participate in Change projects across the business
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

  • Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering
  • APA Savings and Investments qualification or equivalent is desirable
  • Accountancy qualification desirable
  • Professional Services experience desirable
  • Willingness to pursue further professional qualifications
  • Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)
  • Excellent analytical and quantitative skills
  • Strong communication and presentation skills; verbal and written
  • High level of accuracy with strong attention to detail

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Consultant Details

Consultant Details

Emma Nolan
Emma Nolan