Senior Investment Adviser

  • excellent
  • Dublin, Leinster, Ireland Dublin Leinster IE
  • Permanent, Full time
  • Paragon Executive
  • 14 May 18 2018-05-14

Our client is looking for an accomplished Senior Investment Sales Adviser to join their successful Worldwide Organisation

The suitable candidate will provide investment consulting advice to a broad range of defined benefit and defined contribution pension scheme clients on the appropriate investment strategy / range of fund options. 

The role

  • Managing a portfolio of DC and DB pension scheme clients on a day-to-day basis,
  • Meeting clients to review current investment arrangements, discuss market /industry providing pro-active advice and recommendations on a range of complex issues. developments and potential changes to consider / implement.
  • Overseeing implementation aspects of investment strategy changes
  • Contribute to continuous improvement of client solutions.
  • Liaising with colleagues across business lines to achieve successful investment outcomes for our clients.
  • Driving business development initiatives and targets.
  • Contributing to sales, revenue and NOI targets of the Business.
  • Support intellectual capital development and promotion with clients.

Requirements

  • The ability to communicate effectively with senior stakeholders, up to and including Managing Directors / CEOs of local companies and multi-nationals.
  • Expert understanding of investment markets, investment instruments (including derivatives) and asset classes.
  • Deep knowledge of pension and investment trends, developments and key issues of concern / opportunity.
  • Experience of the investment management industry
  • Ability to successfully oversee asset transitions.
  • CFA,MBA desirable.

Please apply by sending your CV to ssweeney@paragonexecutive.com or call Sean on 01 8746770 for a confidential conversation.