Client Relationship Manager

2 weeks ago


Dublin, Dublin City, Ireland Bank of America Full time
About the Job

We are seeking a Financial Solutions Advisor Stage I to join our team, responsible for developing and maintaining strong client relationships. As a Financial Solutions Advisor, you will work closely with clients to understand their financial goals and objectives, and provide tailored advice and solutions to help them achieve success.

You will be responsible for obtaining Securities Industry licenses and learning the foundational skills needed to be an advisor, including acquiring, building and managing client relationships, and guiding clients with advice and solutions to help them live their best financial lives.

This role requires strong communication and interpersonal skills, as well as the ability to manage complexity and prioritize tasks in a fast-paced environment. If you have a passion for sales and are comfortable working with clients from all walks of life, this could be the perfect opportunity for you.

Responsibilities
  1. Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  2. Develop and implement personalized financial plans to help clients achieve their financial goals and life priorities.
  3. Collaborate with core banking and investment partners to deliver comprehensive advice and recommendations.
  4. Stay up-to-date on industry developments and trends to ensure clients receive the latest information and guidance.


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