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Wealth management client services executive

Dublin
Unio
Client services executive
Posted: 11 December
Offer description

A leading wealth management firm in Dublin is seeking a Client Service Executive.
In this role, you will manage client portfolios, conduct annual reviews, and ensure compliance with regulatory requirements.
The ideal candidate will hold a BA in Business or Finance and have at least 2-3 years of relevant experience.
Strong communication and organizational skills are essential.
The company offers flexible working from home options and invests in professional development.
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