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Morgan McKinley

Investment Relationship Manager

Morgan McKinley

Dublin, County Dublin, Ireland · 정규직

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경험
2년 이상
샐러리
채용 공고
1
게시됨
3주 전
작업 모드
사무실에서
적임
Finance professionals with experience serving private clients in banking or wealth management, and strong language and client-facing skills.
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Role overview

This opportunity is with a prominent international investment organisation that is expanding its European presence. It is suited to finance professionals who want to deepen their knowledge of markets, investing, and advisory work for high-net-worth clients.

The position calls for someone who is confident in client-facing conversations, able to explain investment ideas in a clear and reassuring way, and committed to delivering a polished service experience. You will collaborate with experienced teams across investments, research, trading, and client service.

Requirements

  • You should bring at least 2 years of experience supporting private clients in banking or wealth management.
  • A solid grasp of market behavior, investment principles, and current financial trends is expected.
  • European language ability at native level is required, and strong English fluency is considered a major advantage.
  • A CFA credential would be a plus.
  • The role requires excellent communication skills, strong relationship management ability, and a client-first mindset.

Key responsibilities

  • Oversee a portfolio of high-net-worth clients and nurture durable client relationships.
  • Serve as the main point of coordination between clients and the internal investment, research, trading, and service functions.
  • Keep clients informed with timely updates on portfolio movement, market activity, and investment positioning.
  • Maintain a consistently high level of client support and relationship handling.
  • Build deeper expertise in financial and capital markets through a structured training path.

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