Investment Advisor

About the job

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 after-sales support to discretionary and advisory clients.

Your tasks

• Act as a representative and ambassador for Julius Baer and IWMS both internally and externally
• Work with technical specialists within the bank to prepare and deliver investment proposals
• Act as an independent and comprehensive point of contact for client solutions, including cross-selling activities (advisory and discretionary mandates, wealth and tax planning, etc.)
• Ensure that customer support and consistent communication on investment-related topics are provided
• Ensure that the sale and maintenance of Core-Satellite-selected solutions are carried out
• Business Development: Prospectus Pitches for Discretionary and Advisory Solutions
• Manage your own client portfolio by monitoring and analyzing the portfolios
• Provide proactive, high-quality, and customized investment advice to discerning and active private clients, including the preparation of portfolio proposals and reviews, the development of tailored recommendations, and the presentation of results to clients and prospective clients
• Support for RMs on matters related to the market and investment products
• Supporting sales representatives in customer interactions, both with prospective and existing customers
• Sales and after-sales support for standard DM solutions
• Support for internal and external events

Your profile

• 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, Word, and PowerPoint)
• Knowledge of UCITS, MiFID II, or SFDR regulatory requirements is a plus