Client Relationship Portfolio Manager

Company Overview

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. Cantor Fitzgerald has offices and trading desks in all major financial service centres throughout the world. We specialise in equities, Investment Banking, Real Estate, Fixed Income and Currencies. Cantor Fitzgerald’s affiliate businesses include: BGC Group Inc. (BGC), Newmark (NMRK), and GFI Group (GFI). Cantor Fitzgerald Ireland provides a full suite of investment services, primarily wealth management, fund management, debt capital markets and corporate finance. An exciting opportunity has arisen for a Client Relationship Portfolio Manager to work with our team in Dublin.

Position Overview

The role requires someone who is self-motivated and whose priority is to place the interests of the client always to the fore. Relationship building is critical as this is seen as a corner stone to growing business and the retention of business. Forging strong relationships with the other teams in Cantor Fitzgerald to help bring the brand to a wider audience.

Key Responsibilities

  • Managing the development of long-term client relationships with customers in line with Cantor Fitzgerald Ireland investment strategy and market view.
  • Delivery of wealth management advice to existing Cantor Fitzgerald clients focusing on providing solutions in areas such as Protection, Retirement Planning, Wealth transfer.
  • Assisting in the management of service requirements and subsequent delivery to private, corporate and intermediary clients under the remit of the PRG team.
  • Providing support as required to PRG Team discretionary products, including placing pre-trade order and trade orders on Discretionary accounts and after trade reporting as required, issuance of valuation reports, reviewing client mandates
  • Providing services as required to PRG Team clients, including placing pre-trade orders, trade orders and after trade reporting as required, issuance of valuation reports, tax reports,
    reviewing client mandates, completion of client reviews, updating KYC and other DCI system regulatory updates.
  • Assisting the team with the development new business opportunities and generating wider revenue streams with existing clients via Cantor Fitzgerald Ireland.
  • Managing the cross-selling of product delivery capabilities, including pensions, structured products, life products, Cantor Fitzgerald Ireland equity funds etc.
  • Ensuring familiarity with Cantor Compliance and Employee policies and manuals.
  • Ensuring adequate competency levels, formal and informal, for services offered or product sold.
  • Promoting the good name and standing of Cantor on all occasions
  • Participating in all technical and other training courses organised by the Company.
  • Participating in ad hoc groups formed to improve company procedures and service standards.
  • Assisting in presentations to new business leads and current clients regarding Cantor Fitzgerald Ireland product offerings (Equity, Bonds, Property, EIIS, Investment Bonds, Loan Notes etc), investment philosophy and market view.
  • Covering for colleagues on annual leave, informing their clients of market movements and news and placing orders on their behalf.
  • Assisting the Global Strategist with the development of an annual business plan, including relationship plans for each client, relating to commission and commission growth, fee and fee growth, portfolio performance and funds under management targets.
  • Client entertainment – proactive involvement with client base in terms of social events, sporting events etc

Key Requirements

  • Minimum of 5 years’ experience in a similar role
  • Degree in Business, Finance or related field
  • Minimum Competency achieved in accordance with MCC Central Bank of Ireland. QFA, Registered Stockbroker or APA (Savings & Investments). This is a Control Function role under the Central Banks Fitness & Probity standards.
  • Genuine interest in investment markets

Under The Central Bank of Ireland’s (CBI) Individual Accountability Framework (IAF) established under The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as a Control Function holder, you have a Duty of Responsibility under the CBI Common Conduct Standards. These standards include:
• acting with honesty and integrity,
• acting with due skill, care and diligence,
• co-operating in good faith and without delay with the Central Bank of Ireland
• acting in the best interest of customers and treating them fairly and professionally
• operating in compliance with standards of market conduct and trading venue rules

 

This role is a CF-3, CF-4 and CF-10 designation under the Central Bank’s Fitness & Probity standards.
CF-3 – Giving of advice to a customer of the regulated financial service provider
CF-4 – Provider CF4 Arranging a financial service for a customer of the regulated financial service
provider
CF-10 – Dealing in or having control over property of a customer of the regulated financial
service provider

Qualified applicants may write enclosing their CV to [email protected], quoting ref: Dublin – Client Relationship Portfolio Manager

Job Specification

Client Relationship Portfolio Manager – Dublin

pdf

Privacy Notice

Recruitment Privacy Notice

pdf

Send us your CV, in strictest confidence.

If you are looking for a unique employment experience and are driven to achieve, we want to discuss opportunities with you.