Wealth Manager - South East

What is the opportunity?

This role will provide a rewarding and ever evolving career in a customer centric position that will allow you to grow to your full potential. You will assist in driving growth and working as part of the leading wealth management provider in the country, providing an enhanced customer service offering. In working to achieve business growth, you will be supporting the Banks strategic ambitions.

In this role, you will:

• Develop key relationships and the ability to build and maintain a very strong collaboration with Bank management and key staff.
• Develop an acute understanding of each customer's needs and ensure that services and products are tailored to and address each customer's 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.
• Maximise cross-selling opportunities with existing clients.

What will make you stand out?

We are looking for a self-starter who can demonstrate proactivity, efficient administration, time management, organisation and compliance skills. You will need the ability to 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. Our ideal candidate will deal effectively with clients' 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.

We are looking for someone who clearly demonstrates industry knowledge and constantly strives to improve on personal and technical knowledge and is well informed on current economic and complex product questions. You will have a proven track record in a target driven, sales focused environment in the financial services sector.

Essential Qualifications

• QFA
• Full clean driver's license.

More about the team

Bank of Ireland 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. 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.

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 mat 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 improve your career!

Key Competencies

• Customer Focused - Self
• One Group, one team - Self
• Accountable - Self
• Agile - Self
• Manage Risk - 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.

We`re on a continuous journey to build an inclusive and diverse workplace. We welcome applications from people of all backgrounds, lived experience, abilities and perspectives. We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions. If you require an accommodation please complete this form and one of our recruitment team members will be in touch via email.

Any information provided will be treated as confidential within the recruitment team and used only for the purpose of determining and providing appropriate accommodations for the application and recruitment process.