QFA Relationship Manager

Role Description

Responsibilities 

•Build a sustainable Private Banking presence and deliver ambitious portfolio growth with a focus on building AUM.
• The successful candidate will be required to develop and build a HNW portfolio from inception leveraging external market network to focus on investment sales and advice.
• Through the provision of quality advice and customer service, the Relationship Manager should generate significant wealth income and generate new / retain existing business.
• Provide a comprehensive level of strategic financial advice across the breath of personal financial considerations in line with a goal based planning ethos.
• Undertake in-depth analysis of lending proposals sufficient to ensure well-informed lending decisions in support of a growing and profitable business.
• Build and maintain strong relationships by being proactive in all dealings with customers and staff to ensure all stakeholders are aligned, supportive and fully understand the Private Banking treatment strategy.

Requirements

  • Minimum of 5 years proven track record in a customer relationship management role with a strong track record in investment sales. 
  • Excellent interpersonal skills.
  • Full QFA qualification or a relevant business qualification and/or Certified Financial Planner or equivalent qualification is desirable for the role.
  • Build and maintain a portfolio of HNW customers to grow/retain assets under management and generate wealth income through the provision of excellent advice and customer service.
  • Proven and demonstrable investment advisory experience.

To hear more please contact Cara Mullan on 015005920 or email your CV into cara.mullan@cpl.ie 

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