Dublin | 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 Managers across Investment Managements, Retirement Planning, Lending 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, lending and Banking Team.
As a New Business Administrator you will be responsible for supporting and servicing all of the Private clients who affect new business with us and support the Private Client Managers with all of their customer files.
The focus of this role is to provide an exceptional customer experience whilst supporting the Private Client Managers, customers and Solicitors to ensure their new business is transacted in a seamless way.
Essential Skills and Experience:
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.
Bank of Ireland Group is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.
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