Senior financial advisor
South DublinThe Panel
...client records on the CRM system Network internally and externally to enhance business development and maintain the brand's integrity The Candidate Bachelor’s degree in business, finance, or a related field Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales [...]
Category Banking, Insurance, Finance & Accountancy
30+ days ago in ThePanel