Jane McCarthy SIA QFA MSc CFP®

Experience

• 

  Bank of Ireland

  Jun 1997 - May 2001

  Savings and Investment Adviser
• 

  AIB

  May 2001 - Jun 2014

  * Successful development and project management of new Bancassurance products, propositions and initiatives, from product inception to successful product launch.* Responsible for the negotiation of product terms and analysis of pricing proposals to ensure a competitive product range.* Resilient coordination of product approvals, business controls and risk management. * Conducted in-depth financial reviews with clients and provided advice, recommendations and product solutions appropriate to clients' financial goals, needs and objectives.* Particular focus on client advice regarding pension funding, retirement solutions, business/personal protection and investments/savings requirements.

  • Bancassurance Product Management

    Feb 2011 - Jun 2014

  • Financial Planning Consultant

    May 2001 - Feb 2011
• 

  AIB Private Banking

  Jun 2014 - Jul 2018

  * Expertise in conducting in-depth cashflow and goal-based analysis for High Net Worth Private Banking clients.* Experience in analysing and interpreting financial, customer, competitor and market information to inform and support decision making for individual clients.* Responsibility for creating detailed customer reports and building individual bespoke financial planning strategies for High Net Worth private clients.* Customer oriented with on-going proactive management, review and oversight of the client portfolio. Show less

  • Sales Enablement Manager

    Mar 2017 - Jul 2018

  • Wealth Planning Manager, Private Banking

    Apr 2016 - Mar 2017

  • Financial Planning Analyst

    Jun 2014 - May 2016
• 

  AIB

  Jul 2018 - now

  Partner Management - Life and Pensions