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.Wealth Manager Cork

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Bank of Ireland

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • Cork

AI generated summary

  • You need excellent relationship management, strong business acumen, communication skills, QFA qualification, and a clean driver’s license. Experience in financial planning and compliance is essential.
  • You will build relationships, develop tailored financial plans, lead client engagements, meet targets, ensure compliance, and maximize cross-selling opportunities while enhancing customer satisfaction.

Requirements

  • Excellent Relationship Management & Influencing skills
  • Strong eye for business and a commercial approach balanced with a focus to delivering business results
  • Excellent written, numerical, planning and verbal ability to communicate
  • Self motivated with experience of balancing and driving forward multiple challenging priorities
  • Strong ability to lead and experienced and expertise of consultation at all levels of customer engagements
  • Develop an acute understanding of each customer's needs and ensure that services and products are tailored to and address each customer's requirements while ensuring you consistently improve their customer satisfaction levels with BOI Group
  • Deliver yearly targets across a balanced scorecard from new and existing customers in a compliant manner
  • Demonstrate the ability to explain financial planning concepts in a manner which clients understand and be able to differentiate its services and offerings in a positive, compelling manner
  • Maximise cross-selling opportunities with existing clients
  • Ensure all business converted fully complies with both internal and external regulatory and compliance standards
  • Agree and put in place a client specific financial plan for all new and existing customers
  • Essential Qualifications
  • QFA
  • Full clean driver's license

Responsibilities

  • Develop key relationships and the ability to develop and maintain a very strong collaboration with Bank management and key staff.
  • Behave ethically and honestly in all work and business dealings and take personal ownership of decisions, actions and results.
  • Excellent Relationship Management & Influencing skills.
  • Strong eye for business and a commercial approach balanced with a focus to delivering business results.
  • Excellent written, numerical, planning and verbal ability to communicate.
  • Self motivated with experience of balancing and driving forward multiple challenging priorities.
  • Strong ability to lead and experienced and expertise of consultation at all levels of customer engagements.
  • Develop an acute understanding of each customer's needs and ensure that services and products are tailored to and address each customer's requirements while ensuring you consistently improve their customer satisfaction levels with BOI Group.
  • Deliver yearly targets across a balanced scorecard from new and existing customers in a compliant manner.
  • Demonstrate the ability to explain financial planning concepts in a manner which clients understand and be able to differentiate its services and offerings in a positive, compelling manner.
  • Maximise cross-selling opportunities with existing clients.
  • Ensure all business converted fully complies with both internal and external regulatory and compliance standards.
  • Agree and put in place a client specific financial plan for all new and existing customers.

FAQs

What is the primary responsibility of the Wealth Manager in Cork?

The primary responsibility of the Wealth Manager is to develop key relationships, drive growth, and provide enhanced customer service as part of the leading wealth management provider in the country.

What qualifications are essential for this role?

The essential qualifications for this role include being a Qualified Financial Advisor (QFA) and possessing a full clean driver's license.

What key skills are required for the Wealth Manager position?

Key skills required for this position include excellent relationship management, influencing skills, strong commercial acumen, excellent written and verbal communication abilities, and the capacity to balance multiple priorities.

Is there a focus on compliance and regulatory standards in this role?

Yes, ensuring all business is conducted in compliance with both internal and external regulatory and compliance standards is a critical part of the role.

What are the opportunities for professional growth in this position?

The role offers opportunities for professional growth through support for pursuing educational and professional qualifications, along with a clear path for career development.

What does the company culture prioritize?

The Bank of Ireland's company culture prioritizes work-life balance, offering flexible working options, generous annual leave, and strong family support policies.

Is industry knowledge important for this role?

Yes, demonstrating industry knowledge and striving to improve personal and technical knowledge is important for effectively meeting clients' needs.

What support is available for employees' wellbeing?

The Bank of Ireland offers an employee assistance program, access to WebDoctor, financial wellbeing coaches, and other resources to support employee wellbeing.

How does the Bank of Ireland view diversity in the workplace?

The Bank of Ireland is on a continuous journey to build an inclusive and diverse workplace, welcoming applications from people of all backgrounds and providing reasonable accommodations during the recruitment process.

Are there any specific sales expectations for this role?

Yes, Wealth Managers are expected to deliver yearly targets across a balanced scorecard, focusing on both new and existing customers in a compliant manner.

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Bank of Ireland

Enabling our customers, colleagues and communities to thrive.

Finance
Industry
10,001+
Employees
1783
Founded Year

Mission & Purpose

Welcome to Bank of Ireland on LinkedIn. We're here to keep you up to date on our latest news and to provide useful information and guidance to support your financial needs. A leading Irish bank, we offer a wide range of financial products including savings, loans, mortgages and deposit accounts.