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Investment Associate

4 days ago 2026/08/28
Other Business Support Services
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Job description

We are currently working with a leading Wealth Management firm who are looking to hire an Investment Associate to join their team in Dublin. The ideal candidate will have an interest and understanding of investments and a strong client focus. 

Responsibilities of this Investment Associate Job: 
  • Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships 
  • Identifying revenue potential and opportunities to cross-sell the firm's services 
  • Execute an engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews 
  • Deal promptly and efficiently with client queries 
  • Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately
Requirements of this Investment Associate Job: 
  • Degree or Masters in Business related area
  • 2-3 years industry experience 
  • QFA qualification 
  • Demonstrable interest and understanding of investments 
  • Strong communication and presentation skills
This is an excellent opportunity for someone looking to continue to develop their career in Wealth Management. 
For more information on this Investment Associate job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.

This job post has been translated by AI and may contain minor differences or errors.
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