Private Client Advisor
23 days ago
About Your New Employer:
My client specialises in employee benefit consultancy and private wealth management and the Group manages occupational pension schemes on behalf of large corporates and SMEs. They are recruiting a Private Client Advisor.This is an exciting opportunity to join a growing and dynamic team and be part of a business at the leading edge of the Wealth Management in Ireland. This is a hybrid role (3 days in office and 2 remote) with the flexibility to work both virtually and from their South Dublin or Cork office.
About your new role:
- The role will focus on providing Wealth Management solutions and advice to a specific portfolio of clients.
- Developing successful commercial relationships with both existing and new clients.
Who You Are:
- Educated to degree level
- Prior experience and knowledge of dealing directly with clients and providing personal financial planning solutions for their needs
- Knowledge of the products available in the Irish market to address personal, family and business protection and pre and post-retirement planning needs
- QFA Certified.
Apply now by clicking the “Apply Now" button or call me, Genevieve Gomes on 01-9619725 or e-mail me on firstname.lastname@example.org
Or if the job isn’t quite right but you are looking for something similar, please get in touch as I have other roles in the financial services and insurance sectors which may be of interest to you.