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Job Title: Investment Performance Consultant - All levels - New Team
Location: Dublin
Position Type: Full Time
Ref: EH9001
Pay range: N.A./Neg

Description:
Location: Cork / Kerry / Tipperary

Incredible new opportunities at all levels with my client, a global wealth management company based in Munster within a new team.

Responsibilities

Provides clients with performance analysis services to evaluate the performance of various investment vehicles in the client's plans / funds.
Managing client relationships on a day to day basis, including:
Delivering all Performance Services applicable to their clients
Issuing report status notification
Documenting meeting notes
Development of direct relationships with external clients front and middle office teams
Production of ad-hoc analysis and response to client queries within terms of SLA
Consults with clients and acts as the technical expert on developing new analysis services that provide performance measurement, and asset allocation reporting.
Work closely with the relationship management team and wider partners on all mutual clients.
Identifies and cross-sells other IRAS analysis products and services to current clients, generating fee revenue for the bank.
Develops and produces investment performance reports for clients using automated systems


Job Classification

Categories: Funds
Banking
Accountancy -> Financial Services

Contact Details

Posting Company: Quest Recruitment
Contact Name: Evelyn Hanlon
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