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Wealth Management Executive

3 weeks ago

Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time

Taylor Financial Recruitment Ltd is a leading provider of wealth management services to high-net-worth individuals and institutions. We are currently recruiting for a Portfolio Manager to join our team in Dublin.

About the Role: The successful candidate will be responsible for managing high-net-worth client relationships and delivering exceptional client experiences. This is a fantastic opportunity to join a dynamic and growing company and take your career to the next level.

Key Responsibilities:

  • Manage a portfolio of high-net-worth client relationships.
  • Develop and implement tailored investment strategies to meet clients' financial goals and risk tolerance.
  • Collaborate with cross-functional teams to identify opportunities for business growth and improvement.
  • Stay up-to-date with market trends and regulatory changes, applying this knowledge to deliver exceptional client results.

Requirements:

  • Danish and English fluency required.
  • University degree or equivalent experience.
  • Proven track record of success in wealth management or a related field.
  • Excellent communication and interpersonal skills.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • Collaborative and dynamic work environment.
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