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Assistant wealth manager

Dublin
Capital8 Search & Selection
Wealth manager
€40,000 - €80,000 a year
Posted: 30 October
Offer description

My client, a wealth management company, is searching for a highly motivated Assistant Wealth Manager to join their team in Dublin. This role involves providing crucial support to senior relationship managers in all aspects of client relationship management. If you're looking for a client-facing position that offers excellent career progression within a supportive and collaborative environment, this is the ideal job for you.

Responsibilities:

* Provide seamless support to the wealth manager in client interactions and related tasks.
* Contribute to impactful presentations, assist in crafting investment proposals and actively participate in marketing activities as needed.

Skills:

* Degree or QFA qualification is preferred, it is not essential.
* A minimum of 3 years' experience in financial services, with a focus on wealth management, banking or investment management is essential.
* Exhibit exceptional customer relationship management skills and maintain a positive and proactive attitude.

Please apply or reach out to me to arrange a confidential conversation

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