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Wealth Manager - North East

Ireland, Republic of Ireland | Onsite
Permanent | Full time
Closing date:  Jan 27, 2025

Wealth Manager - North East

  • Ireland, Republic of Ireland
  • Full time
  • Closing on: Jan 27 2025

What is the opportunity?

The successful candidate will work as part of an industry leading wealth management provider. This role will provide career opportunities that will allow you to grow to your full potential. You will assist in driving growth and provide an enhanced customer service offering while also supporting the Banks strategic ambitions.

In this role, you will:

  • Develop key relationships and build a very strong collaboration with Bank management and key staff.
  • Advise customers based on their needs and provide services and products tailored to their requirements.
  • Deliver stretching sales targets from new and existing customers.
  • Ensure all business is converted and fully aligns with both internal and external regulatory and compliance standards.
  • Improve cross-selling opportunities with existing clients.

What will make you stand out?

We are looking for a self-starter who demonstrates proactivity, efficient administration, time management, organisation and compliance skills. You will utilise a wide range of business referral sources and proactively lead and respond to referrals while also carrying very strong active listening, and questioning techniques.

The ideal candidate will deliver on client needs and clearly link them to clients financial goals and objectives and recognise the appropriate solution to each client's situation by displaying the utmost integrity at all times.

Someone who can demonstrate industry knowledge and constantly strives to improve on personal and technical knowledge and is well informed on current economic and product questions.

Essential Qualifications

Successful candidate should have completed their QFA qualification and hold a Full clean Irish Drivers License.

More about the team

Wealth Advice and Distribution is part of the Bank of Ireland Group and a leading provider of easy-to-understand life assurance, pension, savings and investments products. The Group play an integral part in providing a range of investment styles, from active to passive investing, across asset classes, countries and sectors, Wealth Distribution delivers an optimal customer proposition for Bank of Ireland customers.

This role requires travel primarily around the North East of Ireland (Cavan/Monaghan/Louth & Meath area).

Why work with us?

The Bank of Ireland company culture prioritises work-life balance with an opportunity for flexible working, along with 23 days annual leave and excellent pension contributions. Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy and working parent supports.

Your wellbeing is important to us; we have an employee assistance program, WebDoctor and financial wellbeing coaches available. We also encourage and support staff to pursue educational and professional qualifications to grow and enhance your career!

Key Competencies

  • Customer Focused - Self
  • One Group, one team - Self
  • Agile - Self
  • Accountable - Self
  • Manage Risk - Self

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.

We're on a continuous journey to build an inclusive and diverse workplace. We welcome applications from people of all backgrounds, lived experience, abilities and perspectives. We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions. If you require an accommodation please complete this form and one of our recruitment team members will be in touch via email. Any information provided will be treated as confidential within the recruitment team and used only for the purpose of determining and providing appropriate accommodations for the application and recruitment process.

Apply now

Our application form takes just minutes to complete. If you have any questions or require assistance with our application process, you can fill out this form and one of our recruitment team members will be in touch via email.

 

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