Account Executive – Private Client, Broking
Ireland
Full Time
2 hours ago
No Sponsorship
Key skills
Communication
About this role
Role Overview
- Participate in all Private Client functions – with main focus on New Business but also participating in renewal issue, midterm client queries
- Ensure agreed processes are followed in all matters
- Provide a concierge service and seek to deliver an elevated customer experience
- Build effective relationships with our clients by establishing trust
- Collaborating with other teams across the business who introduce new Private Clients
Requirements
- CIP Qualification (or working towards CIP)
- Strong communication skills are essential, as the main focus is to help grow New Business Targets
- Ability to manage deadlines & prioritise workload
- Previous Open I & Relay experience
- Proficient in Office, including Outlook, Word & Excel
Benefits
- Flexible working arrangements
- Professional development opportunities