Financial Relationship Manager

Posted 01 May 2024
Salary €80,000 - 100,000
LocationCork
Job type Full Time
Discipline Financial Services
ReferenceQFA Relationship Manager 1
Contact NameEimear Walsh

Job description

About Your New Employer 

A leading architecture investment platform are looking for a Financial Relationship Manager to join their team in Cork.

 

About Your New Role as Financial Relationship Manager 

  • Discuss all financial queries with existing and potential clients.
  • Monitor new trends and practice development ideas in both the Irish and International
  • Financial Planning/ Advice markets.
  • Developing new and nurturing existing client relationships within the intermediary and
  • financial adviser channel.
  • Identify cross selling and up selling opportunities.
  • Build strong relationship with leads and clients.
  • Manage and monitor sales to target.

 

What Skills Are needed as Financial Relationship Manager 

  • QFA qualified
  • Min 5 years in a similar role
  • Ideally coming from brokerage, bank assurance or life assurance company
  • Proven track record in sales and achieving targets
  • Excellent communication and interpersonal skills

 

What’s On Offer

  • Competitive Salary €100k
  • Flexible working from home options
  • Pension contribution
  • Performance based bonus / commission

 

What’s Next

To apply for this role please contact Marie O’Driscoll on 021-4847133 or email modriscoll@sigmar.ie