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Barden is delighted to be partnering with a prominent and highly reputable financial services firm in Cork City, to identify an ambitious and proactive Wealth Manager.
The business has enjoyed success in its industry and are continuing an exciting growth phase. Due to this growth, this is a unique opportunity to join a team dedicated to helping individuals secure their financial future.
The ideal candidate will be outgoing, energetic, possess strong financial advisory experience and an ability to build meaningful relationships across the business.
ABOUT THE ROLE:
- Play a crucial role in providing expert financial advice and building strong client relationships.
- Conducting thorough financial assessments to understand clients’ goals, risk tolerance, and financial situations.
- Compiling comprehensive post-meeting reports for each client and offering expert advice on a range of financial products and services, including pensions, investments, and protection products.
- Staying current on market trends, economic indicators, and regulatory changes to provide informed and up-to-date advice to clients.
- Ensuring compliance with new product implementation and ongoing client communications.
- Building and maintaining strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.
- Actively identifying sales opportunities from inbound enquiries, communications with various teams, and proactive outreach to the existing client book.
ABOUT THE PERSON:
- 3-5 years of experience within the financial services industry in a client-facing role.
- QFA certification is essential.
- Additional qualifications such as CFP or CTA are highly desirable.
- Strong interpersonal and communication skills to effectively build and maintain client relationships.
- Proven ability to evaluate complex financial information and provide clear, actionable recommendations.
- Proficiency in Word, PowerPoint, and Excel.
