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- BA (Hons) in Business or Finance related discipline
- Eligibility
- Candidates with a business- or finance-related degree and relevant experience in financial advisory, life and pensions, or a similar client service role may apply. QFA-qualified applicants or those working toward the qualification are suitable.
- Resume
- Required to apply
Where you'll work
仕事内容
Role overview
A private wealth management firm is looking to add a Client Service Executive to its growing Dublin office. This position offers the chance to build a career in wealth management while supporting a busy advisory team.
Key responsibilities
- Oversee client portfolios from start to finish, including day-to-day administration.
- Carry out annual reviews of portfolios and prepare related valuations.
- Handle both new and ongoing business cases, and coordinate with product providers to help ensure pensions, protection, and investment applications are processed quickly across pre-retirement and post-retirement arrangements.
- Keep clients updated on their portfolios and new applications in a clear, timely, and professional way.
- Assist advisers with meeting regulatory and compliance obligations.
Requirements
- A BA (Hons) degree in a subject related to business or finance is required.
- Previous experience in a comparable role is essential, ideally gained in a financial advisory practice or life and pensions brokerage.
- Applicants should already hold QFA certification or be actively working towards it.
- A strong level of energy, enthusiasm, and adaptability is expected.
- The role requires someone who can work well on their own as well as collaboratively within a team.
Career opportunity
This is a strong opportunity for someone aiming to grow within the wealth management sector.
Contact
For further details about this role, reach out to Aoife Stokes at astokes@elevatepartners.ie.