Job Description
Job Description Join a leading Wealth Management firm in Dublin and work closely with the Financial Planners/Investment Managers to provide clients with an excellent level of service. Key responsibilities will include: Building relationships with clients, preparing portfolio valuations and supporting across other ad hoc client requests. Assisting investment managers in the preparation of new business pitches and presentations. Onboarding new clients and managing the KYC/AML documentation as required. Requirements for this Role Successful candidate will likely have the following background: 4+ years experience in an administration role within a wealth management/investment environment. APA/QFA qualified. Excellent interpersonal skills, a keen attention to detail and a well-developed knowledge of administration processes. About Our Client A leading wealth management firm based in Dublin City Centre. Remuneration Competitive salary and other benefits. Your application will be directed to Daniel Corbett. Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions. Skills: Client Administration Wealth Management Relationship Management