Wealth Management Specialist

6 days ago


Dublin, Dublin City, Ireland Wallace Myers International Full time

Wealth Management at Wallace Myers International

We are committed to delivering exceptional wealth management services to our clients. Our team of experienced professionals uses a comprehensive approach to help clients achieve their financial goals, from creating personalized wealth management plans to analyzing and optimizing their existing assets.

Key Responsibilities

  1. Client Needs Assessment
  • Identify clients' financial objectives and develop strategies to optimize their financial performance
Wealth Management Planning
  • Create, review, and deliver detailed financial plans that align with clients' goals and values
Cashflow Analysis
  • Analyze clients' cash flow to identify areas of improvement and provide recommendations for enhanced financial performance
Relationship Building
  • Build and maintain strong relationships with clients, ensuring they receive exceptional service and support throughout their financial journey

Essential Skills & Qualifications

  1. Industry Knowledge
  • Minimum of 3 years' experience in financial planning or wealth management
Cashflow Modeling
  • Expertise in applying cashflow modeling to financial planning
Communication and Interpersonal Skills
  • Strong written and verbal communication abilities
Problem-Solving and Analytical Skills
  • Able to analyze complex financial data and provide actionable recommendations to clients
Time Management and Organization
  • Ability to manage multiple priorities and deadlines, ensuring seamless delivery of high-quality services to clients
Technical Skills
  • Proficient in MS Word, Excel, and Outlook
Client Relationship Management
  • Proven track record of managing client relationships and delivering top-tier service

Requirements

This role requires a driven and customer-focused individual who can provide exceptional service and support to our clients. If you are passionate about delivering top-notch wealth management services and have a proven track record of success in a similar role, we invite you to apply.



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