You are visiting this website from:
View All Jobs

Private Client Advisor

Job Seekers Ireland Financial Services Financial Services

Job Summary

  • Dublin
  • Permanent
  • BBBH801197
  • Dec 07, 2021
  • Competitive
Job Description

Private Client Advisor | Permanent | Dublin Our client is a highly established Dublin City centre based brokerage and currently looking to recruit for a Private Client Advisor

The Role:

  • Delivering advice to specific clients on all matters related to their Pensions, ARF's & non pension investments
  • Conduct client meetings and generate new business through referrals
  • Manage an existing base on client and use initiative to maintain and further develop these clients clients
  • Build strong relationships with clients and stakeholders from around the business

Experience:

  • QFA Qualified
  • Ideally have 3 years client management administration experience in Financial Services with experience developing and maintaining relationships
  • Good understanding of investments & technical pension issues is desired
  • Strong interpersonal, problem solving and relationship management skills
  • A high level of accuracy/attention to detail
  • Solid time management skills

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

broadbean-tracking

Consultant Details

Consultant Details

default
Frank Fitzgerald
  • Consultant | Financial Services Recruitment
  • 353 (0) 1 4321555
  • ffitzgerald@morganmckinley.com