Job Descriptions

This role is being offered on a permanent basis.

• Are you comfortable dealing with High Net Worth customers.
• Are you experienced in providing advice to customers, particularly in the areas of Protection, Investments, Savings and Pensions.
• Do you want to be the face of AIB for customers?

About the Role:

Working with Regional & Local Management, you will be part of a team that provides financial advice to customers who are at the core of our business.

Key Responsibilities Include:

• Developing and managing a portfolio of affluent clients to grow & protect their assets, and to generate wealth income through the provision of excellent advice and customer service.
• Developing and maintaining strong partnerships with management across all AIB channels to ensure that Customer Financial Planning is appropriately positioned and managed.
• Support the development of other Financial Planning Advisors, and of key staff in assigned Branches and Business Centres

What you will bring:

• You will be an experienced Financial Advisor who has completed the QFA qualification.
• You will be a highly motivated and performance driven individual, with a proven track record who thrives in competitive environments.
• You will be an excellent communicator skilled in both negotiation and challenging mind sets.
• Willingness to undertake the CFP qualification (if not already held) while in the role.

Skills

• self-motivated
• Negotiator
• Excellent Communication Skill

Experience

• 1+ year