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Wealth Management Advisor

1 week ago

Cork, Cork, Ireland Unio Financial Services Ltd Full time
About Us

Unio Financial Services Ltd is an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.

We specialise in private wealth management and employee benefit consultancy, with over 30 years' experience advising companies and personal investors.

We have offices in Dublin, Cork and Limerick, with €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management.

Our Team:

We are looking for a talented Client Service Executive to join our growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.

Responsibilities:
  • Delivering exceptional client service through accurate and timely communication.
  • Providing support to our Wealth Management advisory team in delivering a unique outcome-based proposition to existing and prospective clients.
  • Working closely with colleagues to meet regulatory compliance requirements.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional development and career progression.
  • A dynamic and supportive working environment.