Client Relationship Manager

3 days ago


Dublin, Dublin City, Ireland Wallace Myers International Full time

Dynamic Financial Services Team

Wallace Myers International is seeking a skilled Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a key role in delivering exceptional financial services to our clients.

Key Responsibilities:

  • Deliver high-quality financial plans that meet clients' specific needs
  • Engage new clients and lead them through the financial planning process
  • Collaborate with clients' professional advisors to ensure seamless delivery of financial services
  • Analyze clients' existing pensions, investments, and protection plans to identify areas for improvement
  • Develop and implement customized financial solutions to meet clients' unique needs
  • Conduct regular client reviews to ensure continued alignment with their goals
  • Stay up-to-date with industry developments and best practices in financial planning
  • Take on additional duties as required to support the growth and success of the firm

Requirements:

  • Minimum of 3 years' experience in financial planning or wealth management
  • Expertise in applying cashflow modeling to financial planning
  • Strong written and verbal communication abilities
  • A proactive, inquisitive attitude with a passion for continuous learning
  • Meticulous attention to detail
  • Ability to work both independently and collaboratively within a team
  • Confidence to challenge existing practices and suggest innovative approaches
  • Proficient in MS Word, Excel, and Outlook
  • Proven track record of managing client relationships and delivering top-tier service

This role offers an exciting opportunity for a skilled Financial Advisor to join a dynamic team and contribute to the success of Wallace Myers International.



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