Senior Client Administrator – Wealth Management
FK International
- Dublin
- Permanent
- Full-time
- Join a leading Wealth Management firm in Dublin and work closely with the Financial Planners/Investment Managers to provide clients with an excellent level of service. Key responsibilities will include:
- Building relationships with clients, preparing portfolio valuations and supporting across other ad hoc client requests.
- Assisting investment managers in the preparation of new business pitches and presentations.
- Onboarding new clients and managing the KYC/AML documentation as required.
- 4+ years' experience in an administration role within a wealth management/investment environment.
- APA/QFA qualified.
- Excellent interpersonal skills, a keen attention to detail and a well-developed knowledge of administration processes.