Private Wealth Adviser

Role Overview

We are partnering with a prominent Wealth Management company located in Dublin to recruit a Private Wealth Adviser who will join their dynamic team.

Key Responsibilities

• Establish and cultivate trusting client relationships by thoroughly understanding their objectives, priorities, and individual circumstances.
• Deliver precise, regulatory-compliant financial guidance and create customized financial plans that meet clients’ specific needs.
• Expand both new and existing client portfolios across pensions, savings, and investment products.
• Lead and manage others involved in complex processes to ensure the successful provision of advice and client service.
• Maintain full adherence to all regulatory standards and compliance requirements in all tasks and activities.

Candidate Requirements

• Approximately five years of experience in providing financial advice.
• Must hold the Qualified Financial Advisor (QFA) designation.
• A proactive mindset with strong determination, capable of identifying business opportunities within the market.
• Proven ability to build and nurture outstanding relationships with wealth management clients.
• Advanced expertise in financial markets and investment strategies.

Opportunity

This position offers a strong career progression path for professionals aiming to develop further within wealth management.