Portfolio Manager

|Portfolio Manager| Permanent | Dublin/ hybrid

Our client is a globally recognized financial services company with expertise spanning equities, Investment Banking, Real Estate, Fixed Income, and Currencies. Our client provides a comprehensive suite of investment services, focusing on wealth management, fund management, debt capital markets, and corporate finance. They are seeking a dynamic Portfolio Manager to develop and maintain long-term client relationships.

Responsibilities:

* Develop and maintain long-term client relationships aligned with investment strategy.
* Provide wealth management advice, focusing on areas such as Protection, Retirement Planning, and Wealth transfer.
* Manage service requirements for private, corporate, and intermediary clients.
* Identify and pursue new business opportunities, generating revenue streams with existing clients.
* Cross-sell product delivery capabilities, including pensions, structured products, life products, and equity funds.
* Ensure compliance with policies and manuals, and maintain competency levels for services offered.
* Participate in training courses and contribute to improving company procedures and service standards.
* Assist in presentations to new business leads and clients regarding offerings and investment philosophy.
* Create an annual business plan, including relationship plans, commission growth, and funds under management targets.
* Engage in client entertainment activities, such as social and sporting events.

Requirements:

* Degree in Business/Finance studies.
* Minimum Competency achieved in accordance with MCC Central Bank of Ireland (QFA, Registered Stockbroker, APA).
* Proficiency in MS Word, Excel, Outlook, and PowerPoint.
* Genuine interest in investment markets.
* Operating in compliance with standards of market conduct and trading venue rules.