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.

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Working with Fionnán’s team
Fionnán O’Sullivan leads a team of insurance, asset management and banking recruitment experts that work exclusively with financial services professionals across Ireland. With a deep understanding of leading FS businesses, team structures, cultures and the nuances of the FS market, Fionnán and his team, many of whom are FS trained themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Fionnán and his team are where financial services professionals in Ireland go for advice before they start looking for a job.

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