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Our client, a leading Wealth Management firm, is currently looking to hire an Investment Associate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.
Role Duties:
1. Working closely with an Associate Director/Director.
2. Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adhering to service standards which lead to the development of long-term client relationships.
3. Identifying revenue potential and opportunities to cross-sell the firm's services.
4. Review existing client relationships, and in line with Investment Strategy, analyze whether the relationships are categorized correctly and therefore managed appropriately.
5. Deal promptly and efficiently with client queries.
Requirements
1. Degree or master’s in a business-related area.
2. APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification.
3. Proficient in CRM.
4. A strong client focus, to ensure effective service delivery.
5. Strong communication and presentation skills.
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