Investment ociate
Investment ociate
Posted on :
04-10-2024
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1 Vacancy
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Job Description
Our client a leading Wealth Management firm are currently looking to hire an Investment ociate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.
Role Duties:
- Working closely with an ociate Director/Director
- ist in the creation and of relationship plans for each client relating to the implementation of their financial plan adherence with service standards which lead to the development of longterm client relationships
- Identifying revenue potential and opportunities to crosssell the firms services
- Review existing client relationships and in line with Investment Strategy yse whether the relationships are categorised correctly and therefore managed appropriately
- Deal promptly and efficiently with client queries
Requirements
- Degree or master s in business related area
- APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification
- Proficient in CRM
- A strong client focus to ensure effective service delivery
- Strong communication and presentation ss
Benefits
On offer is a competitive salary and benefits package with the opportunity to join a wellelished brand.
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
Relationship Management
Education
Undergraduate Degree QFA
Employment Type
Full Time
Key Skills
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