Job Description
We are seeking a highly motivated and performance-driven individual with a proven track record in client relationship-building and referrals. The ideal candidate will have excellent communication skills, be skilled in negotiation and challenging mindsets, and be able to build, influence, and manage relationships.
The Role
This is an opportunity to join a nationwide network of financial advisors across the branch network. The role requires the individual to potentially cover multiple branches in the geography and have a strong understanding of all financial planning products and a moderate knowledge of other AIB product lines.
Key Accountabilities
* Provide expert advice to customers on a broad range of financial needs, particularly in the areas of protection, investment, savings, and pensions.
* Work closely with regional and local management teams to support and drive the achievement of the bank's customer financial planning business and financial goals.
* Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
* Support the development of key staff in assigned business centers/branches, enhancing their ability to identify and engage clients with financial planning needs.
Requirements
The ideal candidate will possess:
* Qualifications: Fully Qualified Financial Advisor (QFA).
* Experience: Preferably, experience as a financial advisor with a proven track record in client relationship-building and referrals.
* Technical Skills: Proficiency in Microsoft Office.
Benefits
We offer a range of benefits, including variable pay, employee assistance programs, family leave options, and more.
About Us
We are committed to offering our colleagues choice and flexibility in how we work and live. Our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers, and business requirements.