Investment Advisor

Job description

We are looking for an Investment Advisor to join our growing team at our Dublin office. The Investment Advisor will be responsible for developing investment proposals and providing post-sale support to discretionary and advisory clients.

Tasks

The main responsibilities of the investment advisor include:

• Representing Julius Baer and IWMS both internally and externally
• Collaboration with technical specialists within the bank in the preparation and presentation of investment proposals
• Independent and comprehensive support for customer solutions, including cross-selling activities
• Ensuring client service and a consistent message on investment-related topics
• Sales and Maintenance of Core-Satellite Solutions
• Business Development: Prospectus Pitches for Discretionary and Advisory Solutions
• Managing your own client portfolio by monitoring and analyzing portfolios
• Providing proactive, high-quality, and tailored investment advice to private clients
• Supporting relationship managers in matters related to the market and investment products
• Supporting relationship managers in customer interactions
• Sales and after-sales support for standard DM solutions
• Support for internal and external events

Requirements

The following requirements apply to this position:

• 3+ years of relevant professional experience
• Familiarity with multi-asset investing and institutional investment strategies
• Demonstrable interest in and understanding of financial markets and the major asset classes
• High level of proficiency in Microsoft Office products (particularly Excel, Outlook, and PowerPoint)
• Knowledge of UCITS, MiFID II, or SFDR regulatory requirements is a plus

We offer

We offer a challenging and varied role in a dynamic team.