Assistant Relationship Manager- Wealth Management

Elevate Partners

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profile Job Location:

Dublin - Ireland

profile Salary: Not Disclosed
profile Experience Required: 1-3years
Posted on: 4 days ago
Vacancies: 1 Vacancy

Job Summary

Our client is an International Wealth Management firm and they are looking to hire an Assistant Relationship Manager to join their team in Dublin.
The ideal candidate will have their QFA qualification.

Responsibilities of this Assistant Relationship Manager Job:
  • Supports Relationship Managers in client interaction and all related tasks with high-quality and precision
  • Customises client requests
  • Compile presentations support in drafting investment proposals and in marketing activities if needed
  • Prepare for client meetings complete post processing of client calls and client meetings
  • Actively helps manage risk
Requirements of this Assistant Relationship Manager Job:
  • QFA qualification
  • Proven track record of servicing HNW clients with complex needs
  • Knowledge of global financial markets and current developments in the industry
  • Good understanding of relevant products and services in Private Banking/Wealth Management
  • Open approachable and displays genuine interest in people and in improving processes
This is an excellent opportunity for someone who is looking to progress their career in the Private Banking/Wealth Management space.

For more information on this Assistant Relationship Manager job or to discuss the role in more detail contact Aoife Stokes at ie



Required Skills:

Relationship Management Private Banking


Required Education:

QFA

Our client is an International Wealth Management firm and they are looking to hire an Assistant Relationship Manager to join their team in Dublin. The ideal candidate will have their QFA qualification.Responsibilities of this Assistant Relationship Manager Job:Supports Relationship Managers in clien...
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Company Industry

IT Services and IT Consulting

Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills