Caelan Byrne
Investment Administrator
London
What attracted you to a career in wealth management?
After completing an Internship at SEB life International working mainly with Unit linked Funds, I started working with AIB as a Credit Specialist, working with New money and Refinancing existing loans in arrears, During this time I discovered a passion for helping clients get back on the right track in terms of their finances and also completed all QFA exams earning the designation of Qualified Financial Advisor with AIB and discovered the world of wealth management where I could further fulfil that passion of helping clients achieve their Financial goals.
How do you approach your role on a daily basis?
As an Investment Administrator, I work with a team of Investment Managers which entails daily cash management and investment reconciliation of our ICAV funds, creating investment proposals, opening new accounts, providing service to clients regarding their portfolios, as well as assisting with administration of the team.
What are your interests outside of work?
Outside of work I like to spend my time travelling the world, go karting, cycling, playing the guitar and watching Formula One.