Job Title: Portfolio Manager for High-Net-Worth Clients
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* A challenging opportunity to work with a portfolio of high-net-worth clients and develop new relationships.
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Job Description:
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We are seeking an experienced individual to join our team as a Portfolio Manager for High-Net-Worth Clients. This is a unique opportunity to work closely with our clients, understanding their financial needs and providing tailored solutions.
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The role involves proactively identifying and managing business opportunities within an existing portfolio of clients, as well as engaging with internal stakeholders to identify and develop new customer relationships.
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You will work collaboratively with our lending and wealth management teams to deliver innovative financial solutions to our clients.
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This is a fantastic opportunity for someone who is passionate about building strong relationships and delivering exceptional results.
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About the Role:
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1. Proactively identify and manage business opportunities within an existing portfolio of clients
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2. Engage with internal stakeholders to identify and develop new customer relationships
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3. Collaborate with lending and wealth management teams to deliver innovative financial solutions
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Required Skills and Qualifications:
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* A minimum of 8 years experience in banking, including experience in negotiating lending transactions and wealth management
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* QFA qualification
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* Fully clean driving license
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* Strong administration skills and ability to ensure all compliance and administrative obligations are satisfied
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Benefits:
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* Market leading pension scheme
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* Healthcare scheme
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* Variable pay
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* Employee assistance programme
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* Family leave options
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* Two volunteer days per year
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Others:
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* We offer a hybrid working model, enabling our people to balance their time between working from home and their designated office.
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* We encourage engagement across AIB Capital Markets and AIB Retail Bank to develop general banking and wealth knowledge and support career development.
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* We provide significant training to help our colleagues grow and develop in their roles.
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* We value diversity and inclusion, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation.
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Key Capabilities:
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* Customer First
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* Collaborates
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* Ensures Accountability
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* Customer Relationship Management
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* KPI development & Management
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* Negotiation & Influence
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Why Work for Us?
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We are committed to offering our colleagues choice and flexibility in how we work and live, and we value diversity and inclusion.
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Apply now to take your career to the next level!
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Business Development
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