- Experience
- 4 yrs
- Salary
- —
- Openings
- 1
- Posted
- 4 days ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
A leading Private Client Advisory firm based in Dublin is seeking to recruit a Wealth Manager to become a key part of their team.
Primary Responsibilities
- Establish and maintain strong, trusted client relationships by thoroughly understanding their objectives, priorities, and personal circumstances.
- Deliver clear financial advice that complies with regulations and develop customized financial plans suited to each client's unique needs.
- Expand both new and existing portfolios across savings, pension schemes, and investment products.
- Lead and coordinate others involved in complex procedures to ensure successful client advice and service delivery.
- Carry out all duties in strict adherence to relevant regulatory guidelines.
Candidate Requirements
- Approximately five years of experience in delivering financial advice.
- Possession of the QFA qualification is mandatory.
- Strong initiative and persistence with an aptitude to identify market opportunities.
- Proven track record in forming and nurturing superior wealth management client relationships.
- Advanced expertise in financial markets and investment strategies.
Opportunity
This position represents an excellent career advancement prospect for professionals aiming to deepen their expertise within wealth management.
How they work
Leadership
Initiative
Relationship Building
Resilience