Wealth Management Client Services Specialist – Hybrid

Uniting Holding; Dublin, Cork; Hybrid; EUR 40,000 - 52,000; Full time

Job summary

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.

Qualifications

• Experience in financial advisory firms or life & pensions brokers is essential.
• QFA qualification or progressing towards it.
• Working knowledge of AML requirements and compliance.

Responsibilities

• Client portfolio end-to-end administration.
• Annual portfolio reviews and valuations.
• Processing new & existing business, communicating with product producers to ensure prompt processing of applications.
• Communicating with clients regarding their portfolios in an effective and timely manner.
• Working with and supporting advisers in meeting regulatory compliance requirements.

Skills

Numeracy

Communication with clients

Attention to detail

Teamwork

Education

QFA qualification or progressing towards this qualification

Experience in Financial Advisory/L life & pensions broker

AML compliance knowledge

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.