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Client Services Manager

Type Permanent

Salary Negotiable

Location Cork (All)

Ref # 7455

Barden FS are excited to be partnering with a leading Irish wealth management firm, looking to add several experienced Client Services professionals to their growing teams across Cork and Dublin. 

Ideally looking for a QFA qualified professional or someone working towards the same, with previous broker/financial advisory experience – preferred.

These roles can be based in either Cork or Dublin (hybrid working), so ability to work on own initiative is key.

 

Roles available:

  • Client Services Executive (30-35k)
  • Client Relationship Manager (55-60k)
  • Private Client Advisor (60-65k)

 

About the Role:

  • Building and maintaining relationships with new and existing clients.
  • End-to-end client portfolio administration; including portfolio reviews and valuations.
  • Acting as a point of contact for clients and communicating any relevant changes/updates to portfolios as necessary.
  • Raising potential opportunities and implementing enhanced solutions for relevant life, pension, and investment portfolios for clients.
  • Developing own network to generate new business opportunities for the business.

 

About the Person:

  • At least 2-3 years of experience in financial services/wealth management role in an Insurance Broker or Financial Planning firm.
  • QFA certified or holding an equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland.
  • Can work independently on own initiative and as part of a wider team.
  • Excellent interpersonal skills with a passion for developing new and trusting relationships with clients.

Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.

Applications for this job are closed.

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