Private Client Advisor
Morgan McKinley Dublin
We are partnering with a leading global investment firm to appoint a Private Client Advisor as part of its continued European expansion. This is an excellent opportunity for finance professionals looking to develop their expertise in financial markets, investments, and high-net-worth client advisory services within a highly respected international organisation.
The role requires a client-focused professional who can communicate investment strategies clearly, build trust, and deliver an exceptional service experience. You will work closely with senior teams across investments, research, trading, and client services.
Requirements- Minimum 2 years' experience working with private clients within banking or wealth management
- Strong understanding of financial markets, investment concepts, and current market trends
- Native-level European language skills, with fluent English highly advantageous
- CFA qualification beneficial
- Strong communication and relationship-building skills with a client-centric approach
- Manage a portfolio of HNW clients, building and maintaining long-term relationships
- Act as the key link between clients and internal investment, research, trading, and service teams
- Provide proactive updates on portfolio activity, market developments, and investment strategy
- Deliver a high standard of client service and relationship management
- Develop advanced knowledge of financial markets and capital markets through a structured training programme
Morgan McKinleyDublin
The tax team provides tailored solutions to clients across all business transactions including mergers and acquisitions, IPOs, corporate re-structuring's, private equity investments, foreign direct investment, cross border tax planning, financial...
DavyDublin
Operations Specialist in our Private Clients division.
The Pensions Operations Specialist will manage the end-to-end pension transfer process from a front-office perspective, ensuring accuracy, efficiency, and compliance. This role involves preparing working...
Dublin
developing new business opportunities, and serving as a strategic advisor to clients. You will report to the Senior Employee Benefits Consultant and collaborate with internal teams to deliver high-quality consulting services.
Financial:
• Drive revenue...