Investment Associate- Cork

Job Description Our client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team High Net Worth team in Cork.The successful candidate will have an interest and understanding of investments and a strong client focus.
Role Duties:  Working closely with an Associate Director/Director Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships Identifying revenue potential and opportunities to cross-sell the firm's services Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately Deal promptly and efficiently with client queries Requirements Degree or master's in business related area APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification Proficient in CRM A strong client focus, to ensure effective service delivery Strong communication and presentation skills Benefits On offer is a competitive salary and benefits package with the opportunity to join a well-established brand.
Please apply through the link provided or get in touch with Aoife Stokes via   ******   to schedule a confidential phone call.
Requirements Relationship Management