Offer summary

Qualifications:

Bachelor's degree in Business Administration or related field., Strong communication and interpersonal skills., Proficiency in CRM software and Microsoft Office Suite., Ability to manage multiple tasks and prioritize effectively..

Key responsibilities:

Serve as the primary point of contact for clients.

Manage client accounts and ensure satisfaction with services.

Prepare and present reports on client performance and feedback.

Collaborate with internal teams to address client needs and concerns.

We are Unio, an established Wealth Management business backed by Great-West Lifeco. Unio specialises in private wealth management and employee benefits consultancy and has over 30 years’ of experience advising companies and personal investors. With offices in Dublin, Cork, Galway and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management. At Unio Wealth Management, we help high earners achieve their full financial potential. When you work hard for your wealth, it’s difficult to find time to think about the future. At Unio, we put our years of experience into thinking about how you can do more with your wealth - so you can do more with your time. Using our proprietary wealth planning framework we work with our clients to plan their future and most importantly, how to fund it.

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