Job Description

HI Partners, we are currently looking for a highly skilled and motivated Investment Advisor who is fluent in Swedish in order to join a well-known firm in Dublin. As an Investment Advisor, you will be responsible for providing comprehensive investment advice and guidance to our clients, and assisting them in achieving their financial goals. This is an exciting opportunity to join a dynamic team in the financial services industry and work with a diverse range of clients.

Responsibilities

• Build and maintain relationships with clients by offering personalized investment advice and guidance

• Conduct thorough financial analyses to assess client risk tolerance, investment objectives, and recommend appropriate investment strategies

• Stay up-to-date with market trends, economic conditions, and investment products to provide informed recommendations to clients

• Develop and present comprehensive investment proposals and reports to clients

• Monitor portfolio performance and make necessary adjustments to meet client objectives

• Provide exceptional customer service by addressing client inquiries and concerns in a timely and professional manner

• Collaborate with internal teams to ensure smooth onboarding and ongoing servicing of clients

• Adhere to regulatory requirements and internal policies

Requirements

• Bachelor's degree in finance, economics, business or related field
• Proven experience as an Investment Advisor or similar client-facing role
• Fluency in Swedish and English, both written and spoken
• Strong knowledge of investment products, financial markets, and industry regulations
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical and problem-solving skills
• Proficient in Microsoft Office Suite
• Professional certifications such as CFA or CFP are a plus

How to Apply

If you’re ready to take the next step in your career and meet the qualifications listed above, we’d love to hear from you. Please send your CV and cover letter to  info@hipartners.lu

About HI Partners

At HI Partners, we believe that being human is what makes the difference. While technical skills are essential, we place great value on the  personality and soft skills of our candidates. We focus on finding great talents who are not only motivated and adaptable but also strong team players who fit well with our clients' cultures. Join us and become part of a community that values excellence, integrity, and growth.

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