Client Relationship Manager

Client Relationship Manager | Wealth Management

Discover an exciting career opportunity as a Client Relationship Manager, joining a prestigious wealth management company based in Ireland. In this role, you will be at the forefront, delivering tailored Wealth Management solutions and guidance to a specific portfolio of clients, while cultivating commercial relationships with both existing and new clients.

This position provides the flexibility of working in a hybrid capacity, allowing you to operate virtually and from offices in Dublin or Cork.

Skills:

• Qualified Financial Advisor (QFA) certification is essential for this role.

• Minimum of 2 to 3 years of experience in a personal financial services or wealth management role within an Insurance Broker or Financial Planning firm.

• Extensive knowledge of the products available in the Irish market to address personal, family, and business protection, as well as pre- and post-retirement planning needs.

• Excellent numeric abilities and a meticulous attention to detail.

• Demonstrate proficiency in both verbal and written communication, delivering concise and exceptional standards.

• Possess a keen interest in all aspects of Financial Services.

Please apply or reach out to Jean Moran j.moran@capital8.ie to arrange a confidential discussion