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Portfolio Manager

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Job Summary

  • Dublin
  • Permanent
  • JN -012024-1954951
  • Jan 26, 2024
  • Competitive
Job Description

|Portfolio Manager| Permanent | Dublin/ hybrid Our client is a global financial services entity with expertise spanning equities, Investment Banking, Real Estate, Fixed Income & currencies

|Portfolio Manager| Permanent | Dublin/ hybrid

Our client is a globally recognized financial services company with expertise spanning equities, Investment Banking, Real Estate, Fixed Income, and Currencies. Our client provides a comprehensive suite of investment services, focusing on wealth management, fund management, debt capital markets, and corporate finance. They are seeking a dynamic Portfolio Manager to develop and maintain long-term client relationships.

Responsibilities:

  • Develop and maintain long-term client relationships aligned with investment strategy.
  • Provide wealth management advice, focusing on areas such as Protection, Retirement Planning, and Wealth transfer.
  • Manage service requirements for private, corporate, and intermediary clients.
  • Identify and pursue new business opportunities, generating revenue streams with existing clients.
  • Cross-sell product delivery capabilities, including pensions, structured products, life products, and equity funds.
  • Ensure compliance with policies and manuals, and maintain competency levels for services offered.
  • Participate in training courses and contribute to improving company procedures and service standards.
  • Assist in presentations to new business leads and clients regarding offerings and investment philosophy.
  • Create an annual business plan, including relationship plans, commission growth, and funds under management targets.
  • Engage in client entertainment activities, such as social and sporting events.

Requirements:

  • Degree in Business/Finance studies.
  • Minimum Competency achieved in accordance with MCC Central Bank of Ireland (QFA, Registered Stockbroker, APA).
  • Proficiency in MS Word, Excel, Outlook, and PowerPoint.
  • Genuine interest in investment markets.
  • Operating in compliance with standards of market conduct and trading venue rules.

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