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Wealth management client services executive

Dublin
Elevate Partners
Client services executive
Posted: 4 February
Offer description

A boutique Wealth Management firm in Dublin is seeking a Client Services Executive to join their team.
This role involves preparing business proposals, managing client profiles, and assisting with portfolio reviews.
Ideal candidates should have experience in Financial Services, strong analytical and problem-solving skills, and excellent attention to detail.
This is a fantastic opportunity for someone looking to grow their career in Wealth Management, offering a competitive salary and benefits package.
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