Private Client Manager

Location:

Kilkenny

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€80,000 - €90,000
  • Identify and convert prospects into clients, meeting set targets and KPIs, while managing a portfolio of existing clients in line with service levels.
  • Meet clients to assess their financial situation, goals, risk tolerance, and other key information to develop tailored financial plans.
  • Explain the range of services offered, answer client queries, and recommend strategies in areas such as cash management, insurance, and investment planning.
  • Present financial plans to clients, manage their portfolios, and regularly review plans to reflect changes in life circumstances or market conditions.
  • Maintain strong client relationships, liaising with their other advisors (e.g., solicitors, accountants) to ensure comprehensive financial advice.
  • Provide advice in line with regulatory requirements and ethical standards, ensuring compliance at all times.
  • Attend events and functions to build professional relationships and promote business growth.
  • Stay updated on financial industry developments, enhancing both financial and technical expertise.
  • Provide regular updates to management, participate in internal committees, and contribute to process improvement strategies.
  • Attend staff meetings, training sessions, and participate in project work as required.

Experience:

  • 5+ years in financial services (essential)
  • 2+ years in advisory role (essential)
  • 2+ years cash flow planning (desirable)

Qualifications:

  • QFA (essential)
  • CFP (desirable)
  • Degree (desirable)
       

KATE CORCORAN

Life, Pensions and Investments Recruitment Consultant

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