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Financial Services Liaison

1 week ago

Cork, Cork, Ireland Unio Financial Services Ltd Full time

**Job Description:**

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We are seeking an experienced Financial Services Liaison to join our team at Unio Financial Services Ltd.

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About Us:

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Our company provides a range of financial services including private wealth management, employee benefit consultancy, and insurance broking. We have a strong presence in the Irish market and a reputation for excellence.

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About the Role:

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The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying opportunities for growth and development, and contributing to the overall success of our team.

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Main Responsibilities:

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  • Providing exceptional customer service to clients.
  • Conducting regular reviews and analyses of client portfolios and communicating results to them.
  • Identifying and pursuing new business opportunities through networking and lead generation.
  • Collaborating with colleagues to achieve team goals and objectives.
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Requirements:

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  • QFA Certification or equivalent.
  • Experience in personal financial services or wealth management.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Knowledge of financial products and services in the Irish market.
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Application Process:

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Please submit your application through the designated channel. We look forward to receiving your application.

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This position requires you to act in a CF3 capacity. Any offer will be subject to satisfying the relevant requirements.

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Unio Financial Services Ltd. is committed to equal opportunities.