Alexander Lort

About Alexander Lort

Are you interested in working for a dynamic Global Investment Firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? our client is a privately-held investment management firm based in the US that provides professional discretionary portfolio management services for high net worth private clients and some of the world's major institutions with over € 90 billion AUM. The organisation has grown significantly over the past decade and we are searching for talented and motivated candidates with finance backgrounds to join our team as Investment Counsellors to help them better the financial industry in Spain Italy and Sweden as they continue their expansion in Europe. The Investment Counsellor role is focused on building long standing relationships with their clients, ensuring they receive the highest level of service at all times. ICs manage high-net-worth relationships in Spain and Italy from their office in Dublin and Swedish clients from Luxenburg by serving as their primary point of contact and typically are responsible for maintaining a relationship with a group of clients with approximately €100-150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-lasting relationships. Candidates will need to demonstrate that you have the ability to build trust with their clients, which is done on a foundation of financial, social and organisational skills. To summarise, IC's have the following responsibilities and qualifications; Building long standing relationships with the clients, ensuring they receive the highest level of service at all times; Maintain relationships for a group of clients with approximately €100-150 million in assets; Act as the conduit between the client, research, trading and various other departments; Pro-actively communicate portfolio updates and educate clients on financial markets, their current market strategy and investment philosophy; Gain advanced finance and capital markets education through our training and mentoring program. Qualifications Proven track record of 2 to 5 years exposure to private clients within the banking /wealth management industry; Bachelor or Master Degree strongly preferred; CFA or working towards CFA preferred; IMC or CISI level 4 preferred; A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in; native Spanish, and fluent English language skills. Proficiency in other European languages is beneficial but not required; The ability to listen and empathise with clients, in good times and bad; The ability to communicate and educate; Personable and positive personality with a strong professional work ethic; Efficient time management and organizational skills. Our client, based in Dublin Ireland, offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by the investment team in the US. They use a simple and transparent fee structure that aligns their interests with the client's priorities. The organisation has a long history of managing global investments and helping people reach their long-term goals and objectives. To help employees meet their long-term goals, they offer an array of benefits, including: 100% coverage of the supplemental medical and dental premiums for you and your qualified dependants* their supplemental medical provider, Irish Life Health, covers a range of conditions Dental coverage through DeCare and 100% reimbursement for general and preventative care 28 days annual leave, increasing to 30 after five years of service, with ability to purchase up to 3 additional days. A supplemental retirement pension to employees. 9% company pension contribution with an additional company match up to 5% Monthly gym subsidy. A supportive, collaborative working environment Employee appreciation events Ongoing training and educational support, This global organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily! By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time. Our client IS AN EQUAL OPPORTUNITY EMPLOYER Benefits: Bonus scheme adiscretionay bonus possible 15k euros year 1 Reference ID: MM032002 Job Types: Full-time, Permanent Salary: €68,000.00 /year Experience: relationship private client: 4 years (Preferred) Education: Bachelor's (Preferred)

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