James McNamara
Urlingford, Kilkenny
Summary
Accomplished Wealth Manager with over two decades of experience with a proven track record at Bank of Ireland and Irish Life. Adept in financial planning and fostering client relationships. Expertise in all areas of financial planning, portfolio management and driven to exceed sales targets by driving team performance and ensuring customer satisfaction through effective leadership and communication skills.
Overview
26
26
years of professional experience
Work History
Wealth Manager
Bank of Ireland
11.2024 - Current
- For new and existing customers, I complete comprehensive needs analysis reviews, covering protection of income in the event of death and illness, retirement planning, savings and investments, and post-retirement.
- I implement agreed-upon financial plans with customers that are tailored to meet their specific financial goals.
- I organize and run quick product knowledge sessions with branch staff, and link in with key staff on making outbound calls to customers to help generate meetings.
- I complete day-to-day duties accurately and efficiently.
- I maintain my product knowledge through continued education and training, both in-house and externally through the LIA.
Experienced Financial Adviser
Irish Life
Remote, Ireland
02.2015 - 10.2024
- I completed a comprehensive financial needs analysis with customers, covering protection of income in the event of death and illness, retirement planning, savings and investment, and post-retirement needs.
- I developed and expanded my financial planning relationships with customers through loyal, dedicated service. Maintain accurate records and making sure all follow-up was completed within the agreed timelines.
- I implemented agreed-upon financial plans with customers that were tailored to meet their own financial goals.
- Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
Team Manager
Bank of Ireland 365
Kilkenny, Ireland
01.2013 - 07.2014
- Organized team sessions to deliver updates regarding ongoing business developments.
- Set clear team goals and monitored progress through regular performance reviews. Provided ongoing feedback and coaching to drive performance improvement.
- Worked with the performance management team to create shift schedules, and coordinated with team leaders to maintain sufficient staffing levels during employee absences.
- Led a diverse team of over 30 colleagues, fostering a collaborative and high-performance culture.
- Ensured compliance with company policies and industry regulations through ongoing meetings with our compliance department.
Team Leader
Bank of Ireland 365
Kilkenny, Ireland
06.2005 - 01.2013
- Led a team of eight staff members in achieving quarterly sales targets, exceeding goals by monitoring key performance indicators (KPIs), providing regular feedback, and offering training and support to keep them motivated and working towards company and personal goals.
- Facilitated training sessions for new employees on company policies and procedures, and ensured all new employees were buddied up with existing staff.
- Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.
- Motivated and empowered team members through regular team meetings to build customer satisfaction and loyalty, and to support the customer retention model.
- Worked with the Team Manager to implement the shift roster and adhere to it through performance management.
Financial Sales Advisor
Bank of Ireland 365
Kilkenny, Ireland
05.2001 - 06.2005
- Conducted client meetings to discuss current financial status, assess needs and recommend appropriate products or services.
- Provided timely responses to inquiries from existing customers regarding their existing Bank of Ireland policies.
- Assisted customers with opening new accounts, completing mortgage and loan applications, and identifying potential opportunities for wealth referrals.
Customer Service and Sales
Bank of Ireland 365
Dublin, Ireland
03.1999 - 05.2001
- Handled customer inbound calls and dealt with all customer complaints in a professional manner.
- Provided expertise on product knowledge, services, and procedures to customers.
- Developed strong customer relationships to encourage repeat business.
- Collaborated with various departments, including sales, to facilitate seamless customer referrals.
Education
Post Graduate Diploma - Risk Management And Insurance Planning
LIA
02-2023
Post Graduate Diploma - Specialist Investment Adviser
LIA
05-2022
Post Graduate Diploma - Retirement Planning Advice
LIA
12-2019
Qualified Financial Adviser - Financial Advice
Institute of Bankers
10-2003
Computer Systems Networking And Telecommunications -
Munster Technology University (Previous Tralee IT)
Tralee06-1997
Skills
- Financial planning: Life, Pensions, and Savings
- Portfolio and asset management
- Investment strategies
- Retirement planning
- Know your client
- Coaching and delivering presentations
Timeline
Wealth Manager
Bank of Ireland
11.2024 - Current
Experienced Financial Adviser
Irish Life
02.2015 - 10.2024
Team Manager
Bank of Ireland 365
01.2013 - 07.2014
Team Leader
Bank of Ireland 365
06.2005 - 01.2013
Financial Sales Advisor
Bank of Ireland 365
05.2001 - 06.2005
Customer Service and Sales
Bank of Ireland 365
03.1999 - 05.2001
Post Graduate Diploma - Risk Management And Insurance Planning
LIA
Post Graduate Diploma - Specialist Investment Adviser
LIA
Post Graduate Diploma - Retirement Planning Advice
LIA
Qualified Financial Adviser - Financial Advice
Institute of Bankers
Computer Systems Networking And Telecommunications -
Munster Technology University (Previous Tralee IT)