Private Client Manager

3 weeks ago

Dublin, Dublin City, Ireland Metis Ireland Full time

Working as part of a world class team at Metis Ireland, our Private Client Managers work with clients to provide a long-term financial plan that allows them to realise their dreams, goals, and aspirations.

Our Private Clients Managers main focus is to foster and nurture new and existing client relationships, providing world class financial planning service at all times in line with our mission and vision.

Location

Dublin

Compensation and Benefits
  • Competitive Basic Salary and Bonus Structure
  • Maternity and Paternity leave benefits
  • Flexible working policy
  • Loyalty service leave
  • Pension contributions
  • Life cover and permanent health insurance
  • Membership and exam fees
  • Employee assistance programme
Reporting to

Director Private Clients

Duties and Responsibilities
  • Generate new business development opportunities, converting prospects into clients in line with set targets and KPIs.
  • Manage portfolio of existing clients in line with our service levels.
  • Meet clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Explain to clients Metis Ireland's responsibilities and the types of services to be provided.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Recommend to clients, strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Present the Metis LifePlan to clients.
  • Manage client portfolios, keeping client plans up to date.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Contact clients periodically to determine any changes in their financial status.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
  • Guide clients in the gathering of information.
  • Meet with clients' other advisors, such as solicitors, accountants, tax advisors, to fully understand clients' financial goals and circumstances.
  • Maintain excellent relationships with all clients.
  • Ensure all advice provided is in line with a strict ethical and compliance framework and carried out in accordance with the regulator.
  • Attend functions and events to build and expand professional relationships, at all times promoting Metis Ireland.
  • Keep up to date with developments in the financial services industry, ensuring the continuous development of your financial and technical expertise.
  • Provide regular updates to the MD.
  • Engage with strategies in order to improve business processes and client relationships.
  • Involvement with internal committees and ad hoc project work.
  • Attend staff and training meetings when necessary.
Person SpecificationKnowledge:
  • In depth technical knowledge and understanding of financial planning.
  • Knowledge of and adherence to Compliance Standards (CPD, MCC and F&P).
  • Microsoft Office Suite, Cash Flow Modelling Software (Voyant, preferred but not essential), CRM systems (Tishkint, preferred but not essential).
  • Customer and personal service experience; knowledge of principles and processes for providing customer and personal services.
  • English language; knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Clerical; knowledge of administrative procedures and systems, managing files and records, designing forms, and other office procedures and terminology.
Skills:
  • Strong decision making and problem-solving skills.
  • Ability to develop and maintain interpersonal relationships.
  • Analyse data or information and identify the underlying principles, reasons, or facts of information.
  • Keep up-to-date technically and applying new knowledge to your job.
  • Develop and establish long-range objectives and specify the strategies and actions to achieve them.
  • Organising, planning, and prioritising work.
  • Excellent presentation skills.
  • Excellent questioning and listening skills and social perceptiveness.
  • Excellent communication skills to provide consultation and advice.
  • Interpret the meaning of information for others.
  • Thinking creatively; share ideas and innovations which could improve business processes and client relationships.
  • Documenting/Recording information.
  • Performing administrative activities.
Experience:
  • 5+ years in financial services (essential).
  • 2+ years in advisory role (essential).
  • 2+ years cash flow planning (desirable).
Qualifications:
  • QFA (essential).
  • Degree (desirable).
  • Up to date CPD in line with qualifications and regulatory requirements.
  • Membership of LIA or IOB.
Closing Date:

28th February 2025

How to apply:

Please send your CV and Cover Letter for the attention of Paddy Andrews to jointheteam@metisireland.ie

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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