Client Relationship Manager

 

Description:

Discover an exciting career opportunity as a Client Relationship Manager, joining a prestigious wealth management company based in Ireland.

This position provides the flexibility of working in a hybrid capacity, allowing you to operate virtually and from offices in Dublin or Cork.

In this role, you will be at the forefront, delivering tailored Wealth Management solutions and guidance to a specific portfolio of clients, while cultivating commercial relationships with both existing and new clients.

Skills:

  • Qualified Financial Advisor (QFA) certification is essential for this role.
  • Minimum of 2 to 3 years of experience in a personal financial services or wealth management role within an Insurance Broker or Financial Planning firm
  • Extensive knowledge of the products available in the Irish market to address personal, family, and business protection, as well as pre- and post-retirement planning needs.
  • Excellent numeric abilities and a meticulous attention to detail.
  • Possess a keen interest in all aspects of Financial Services.

 

Organization Capital8 Search & Selection
Industry Management
Occupational Category Client Relationship Manager
Job Location Dublin,Ireland
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-09-09 8:49 am
Expires on 2024-12-23