Wealth Manager - Midlands Area

What is the opportunity?

The successful candidate will work as part of an industry leading wealth management provider. This role will provide career opportunities that will allow you to grow to your full potential. You will assist in driving growth and provide an enhanced customer service offering while also supporting the Banks strategic ambitions.

In this role, you will:

• Develop key relationships and build a very strong collaboration with Bank management and key staff.
• Advise customers based on their needs and provide services and products tailored to their requirements.
• Deliver stretching sales targets from new and existing customers.
• Ensure all business is converted and fully aligns with both internal and external regulatory and compliance standards.
• Improve cross-selling opportunities with existing clients.

What will make you stand out?

We are looking for a self-starter who demonstrates proactivity, efficient administration, time management, organisation and compliance skills. You will utilise a wide range of business referral sources and proactively lead and respond to referrals while also carrying very strong active listening, and questioning techniques.

The ideal candidate will deliver on client needs and clearly link them to clients financial goals and objectives and recognise the appropriate solution to each client's situation by displaying the utmost integrity at all times.

Someone who can demonstrate industry knowledge and constantly strives to improve on personal and technical knowledge and is well informed on current economic and product questions.

Essential Qualifications

• QFA
• Full clean driver's license.

More about the team

Wealth Advice and Distribution is part of the Bank of Ireland Group and a leading provider of easy-to-understand life assurance, pension, savings and investments products. The Group play an integral part in providing a range of investment styles, from active to passive investing, across asset classes, countries and sectors, Wealth Distribution delivers an optimal customer proposition for Bank of Ireland customers.

This role requires travel primarily in the Midlands Area.

Why work with us?

The Bank of Ireland company culture prioritises work-life balance with an opportunity for flexible working, along with 23 days annual leave and excellent pension contributions. Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy and working parent supports.

Your wellbeing is important to us; we have an employee assistance program, WebDoctor and financial wellbeing coaches available. We also encourage and support staff to pursue educational and professional qualifications to grow and enhance your career!

Key Competencies

• Customer Focused - Self
• One Group, one team - Self
• Accountable - Self
• Manage Risk - Self
• Champion Transformation - Self

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.

Bank of Ireland Group is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.

We offer reasonable accommodation at every stage of the application and interview process. If you require assistance, please contact recruitdirect@boi.com.