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Wealth management client services executive (hybrid)

Cork
Unio
Client services executive
Posted: 12h ago
The role
Unio is seeking Client Service Executives to join its growing team in Dublin or Cork. You'll manage client portfolios end-to-end, conduct annual reviews, and ensure prompt processing of applications. Ideal candidates have experience in Financial Advisory and possess a QFA qualification or are working towards it.You'll benefit from an attractive salary package, hybrid working, and a supportive team environment that values collaboration and personal growth.
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