Associate Director, Investment Management (Private Clients Portfolio Manager)
- Employer
- Coopman Search and Selection
- Location
- Dublin, Ireland
- Salary
- Annual
- Closing date
- Oct 8, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Coopman Search and Selection are thrilled to be partnering with the Irish unit of the UK's leading integrated wealth management and professional services group. Founded in 1836, the firm has >£52.7bn AuM (Jun 2022) and serves more than 170 000 clients. The Irish entity (est. 1958) offers clients a comprehensive range of business advisory, accounting, tax and personal financial services, providing support to private clients, entrepreneurs, corporate and privately-owned businesses in Ireland and internationally. The firm's solutions combine scale and expertise, with local knowledge, industry expertise and reputation, to deliver an unrivalled range of financial and professional services solutions in Ireland. The local operation has >160 staff.
The company is now seeking an Associate Director, Investment Management in their Dublin office.
Your core responsibilities will include:
The company is now seeking an Associate Director, Investment Management in their Dublin office.
Your core responsibilities will include:
- Looking after and supporting clients' needs.
- Plan, implement and execute the annual Business plan in line with agreed individual targets.
- Build new client relationships and develop existing client relationships through effective ongoing service, and to deliver new instructions and referrals through satisfied clients.
- Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients' needs.
- Construct & maintain suitable portfolios in line with the client's requirements, circumstances, tax situation and attitude to risk.
- Review Client portfolios regularly and make portfolio changes by consulting with colleagues, where appropriate.
- Be able to construct and maintain investment portfolios for clients' taking into account:
- Client's requirements, circumstances, and tax situation;
- Client's appetite for and ability to bear risk;
- Diversification and asset split;
- Meet the Minimum Competency Code for the provision of financial advice in Ireland;
- Have strong knowledge of the applicable Irish financial planning/advice regulations.
- Understand and be able to evaluate different classes of asset and select appropriately for inclusion in client portfolios.
- Evaluate the impact of SAA and TAA decisions and adjust client portfolios accordingly.
- Understand and be able to evaluate the impact of stock/fund specific, market and general economic indicators and take appropriate action within client portfolios.
- Undertakes research and demonstrates a detailed understanding of specified market sectors and able to make recommendations to others.
- Able to place deals accurately and in a timely fashion.
- Able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals. Contributes to the achievement of the divisional strategy.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert