Russell Brennan Keane
Athlone / Dublin , Ireland
6d ago

to join our Wealth Management team. Reporting to the Wealth Management Director, theposition offers the successful candidate anexcellent opportunity to work in a client-

facing role with a diverse client base. The personwill actively engage in the development of services and will manage a growingportfolio of clients with multiple service requirements.

Ideally applicants should have 4+ years previous experience of providingpension and / or investment consultancy services and be QFA qualified.

A taxation qualification (CTA, CTC, CTax) wouldbe a distinct advantage. Responsibilities & RequiredAttributes

  • Managing a portfolio of clients with multiple service requirements
  • Developing service offering and internal processes
  • Thorough knowledge of the Irish pension regime, investment, risk and tax environments
  • Capable of fitting in with the ethos and culture of a professional services firm
  • Commercial acumen
  • Ability to manage and develop mutually beneficial long-term client relationships
  • Strong interpersonal and communication skills
  • For a confidential discussion,please contact Karen Buckley on 090 6480600.

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