Senior Portfolio Advisor

2 weeks ago

Cork, Cork, Ireland beBeeFinancial Full time €50,000 - €80,000
Client Portfolio Manager Role

As a skilled and accomplished Portfolio Management Professional, you will play a pivotal role in delivering expert advisory support to clients, guiding them through significant life transitions. Your expertise will be instrumental in shaping the financial wellbeing of our clients.

The Job Description:
  • Build trusted relationships with clients and provide well-informed decisions on pensions, protection, and investment products.
  • Collaborate across teams to deliver joined-up advice that supports long-term financial wellbeing.
  • Contribute to key Financial Planning projects that shape the way we serve our clients and grow our offering.
  • Provide clear, personalized financial advice to existing clients, focused on enhancing their long-term security and wellbeing.
  • Partner with internal Retirement teams to deliver meaningful guidance to members approaching retirement.

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