Client Relationship Manager

The role will require a self-motivated and driven individual who is capable of working on their own initiative and who wishes their performance and reward to be measured on their standard of client relationships and service excellence.

The ideal candidate will have the following qualifications, skills and experience:

• QFA Certified or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland.
• Excellent numeric ability and a very keen attention to detail.
• Ability to communicate verbally and in writing to concise and excellent standards.
• Excellent interpersonal skills. The ability to relate to and build a trusting relationship with clients (business owners, senior executives, self-employed and employees).
• Demonstrate strong organisational, scheduling and capacity management ability.
• A keen interest in all matters relating to Financial Services.
• Have extensive knowledge of the products available in the Irish market to address personal, family and business protection and pre- and post-retirement planning needs.
• Have spent a minimum of 2/3 years' in a personal financial services (or wealth management) role in an Insurance Broker or Financial Planning firm. Candidates without this experience will not be considered for this role.

Responsibilities:

• Managing and servicing commercially successful relationships with new & existing clients.
• Communicating reviews and analysis of these to a specified portfolio of clients.
• Identifying opportunities for enhanced life, pension and investment solutions for this client portfolio.
• Handling new referrals and leads that come to the business from various sources.
• Developing own network to generate new business opportunities for the business.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

Privacy Policy: By applying for this role you are agreeing that your details will be stored in our database and may be considered for similar future positions. For more info see wallacemyers.ie/privacy-policy