Wicklow | Ireland
BOI Wealth Distribution comprises 3 market segments: Private, Premier and Mainstream.
Customers within the Private segment will be provided with a single point of contact - Private Client Manager - across Investment Management, Retirement Planning and Banking.
Purpose of the Role:
Private Client Managers will have responsibility for portfolios of c.250 customers and will be expected to service these customers across Wealth and Banking (day to day banking requirements will be supported through direct channels). Each Private Client Manager will be expected to meet with their customer base at least once a year and the segment is expected to generate minimum €400m in Wealth volumes.
As a Private Client Manager, you will work within a team which is collaborative, supportive and innovative, alongside colleagues who have an unrelenting passion and focus on customer service excellence. Successful candidates for this position will be tenacious and talented individuals, who are driven to achieve the best outcomes for their customers with a strong focus on productivity.
Essential Skills and Experience:
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