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Wealth Management Client Services Specialist - Hybrid

Posted 17 hours 44 minutes ago by Uniting Holding

Permanent
Full Time
Other
Dublin, Dublin, 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.

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