We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. This position involves managing an established client portfolio while also focusing on growing new business opportunities.
Responsibilities
- Manage and grow an existing portfolio of clients, ensuring a proactive client focused service
- Drive new business growth through referrals, self-generated leads, and existing client relationships
- Ensure all client records are maintained accurately
- Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs
- Stay ahead of industry trends, regulatory changes and market developments
Requirements
- Fully QFA qualified
- In-depth knowledge of financial regulations, markets and industry practices
- Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios
- Excellent communication and interpersonal skills
- A high level of commercial awareness
- For more information on this Financial Advisor Job or to discuss in more detail, contact Aoife Stokes [email protected] or apply directly below.
Job description provided by Appian Asset Management.
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