Reed
Job title:
Wealth Management Client Services Executive Dublin
Company
Reed
Job description
Our client is a leading Irish Wealth Management and Financial services provider.Role:On their behalf we are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.These roles will be based in their Dublin office.Key Responsibilities:
- Client portfolio end-to end administration
- Annual portfolio reviews and valuations
- Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
- Communicating with clients regarding their portfolios and new applications in an effective and timely manner
- Working with and supporting advisers in meeting regulatory compliance requirements.
Skills and Qualifications:
- BA (Hons) Degree within a Business or Finance related discipline
- A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life & Pensions Broker is essential
- QFA qualified or progressing towards this qualification is essential
- Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
- Ability to demonstrate a high level of attention to detail with a focus on numerical skills
Expected salary
€35000 – 45000 per year
Location
Dublin
Job date
Thu, 24 Apr 2025 01:17:37 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (jobsineu.net) you saw this job posting.