Financial Advisor, Galway
Financial Advisor, Galway
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Galway, Ireland
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Last edited: less than a month ago
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Description
We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Galway. This position involves managing an established client portfolio while also focusing on growing new business opportunities. Responsibilities of this
Financial Advisor
Job:
Manage and grow an existing portfolio of clients, ensuring a proactive client focused service. Drive new business growth through referrals, self-generated leads, and existing client relationships. Ensure all client records are maintained accurately. Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.Stay ahead of industry trends, regulatory changes and market developments Requirements of this
Financial Advisor
Job:
Fully QFA qualified In-depth knowledge of financial regulations, markets and industry practices Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios Excellent communication and interpersonal skills A high level of commercial awarenessFor more information on this
Financial Advisor
Job or to discuss in more detail, contact Aoife Stokes at or apply directly below.
#J-18808-Ljbffr
Financial Advisor
Job:
Manage and grow an existing portfolio of clients, ensuring a proactive client focused service. Drive new business growth through referrals, self-generated leads, and existing client relationships. Ensure all client records are maintained accurately. Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.Stay ahead of industry trends, regulatory changes and market developments Requirements of this
Financial Advisor
Job:
Fully QFA qualified In-depth knowledge of financial regulations, markets and industry practices Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios Excellent communication and interpersonal skills A high level of commercial awarenessFor more information on this
Financial Advisor
Job or to discuss in more detail, contact Aoife Stokes at or apply directly below.
#J-18808-Ljbffr
Highlights
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Company nameElevate Partners
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Job positionFinancial Advisor
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Financial Advisor has been posted in the Galway Accounting, Financing & Banking category on Locanto.
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