Junior Portfolio Manager

Paragon Executive
Dublin, Ireland
Mar 23, 2018
Mar 26, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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

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