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Wealth Management Client Services Specialist - Hybrid
Posted 10 days 15 hours ago by Uniting Holding
Permanent
Full Time
Other
Cork, Cork, Ireland
Job Description
Unio seeks a Client Service Executive to join the Wealth Management division. Roles can be based in Dublin or Cork offices, with hybrid working. You will manage client portfolios, conduct annual reviews, process applications, communicate with clients, and support advisers to meet regulatory requirements.
The ideal candidate will have AML knowledge, QFA progression, and strong numeracy, organisation, and client communication skills. This is a dynamic role within a leading wealth management team.
Uniting Holding
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