Assistant Relationship Manager - Wealth Management

Company : Elevate Partners

Job Description - Assistant Relationship Manager - Wealth Management

Our client is an International Wealth Management firm and they are looking to hire an Assistant Relationship Manager to join their team in Dublin.

The ideal candidate will have their QFA qualification.

Responsibilities of this Assistant Relationship Manager Job:

Supports Relationship Managers in client interaction and all related tasks with high -quality and precision
Customises client requests
Compile presentations, support in drafting investment proposals and in marketing activities if needed
Prepare for client meetings, complete post processing of client calls and client meetings
Actively helps manage risk

Requirements of this Assistant Relationship Manager Job:

QFA qualification
Proven track record of servicing HNW clients with complex needs
Knowledge of global financial markets and current developments in the industry
Good understanding of relevant products and services in Private Banking/Wealth Management
Open, approachable and displays genuine interest in people and in improving processes

This is an excellent opportunity for someone who is looking to progress their career in the Private Banking/Wealth Management space.

For more information on this Assistant Relationship Manager job or to discuss the role in more detail, contact Aoife Stokes at astokes@elevatepartners.ie

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Assistant Relationship Manager - Wealth Management

Job Description - Assistant Relationship Manager - Wealth Management

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