Wealth Manager

We are currently working with a leading Private Client Advisory firm who are looking to hire a Wealth Manager to join their team in Dublin.

Responsibilities

• Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
• Grow new and existing business across savings, pensions and investment solutions
• Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Requirements

• Circa. 5 years experience providing financial advice
• QFA essential
• A high level of initiative and determination with the ability to identify opportunities within the market
• Demonstrable ability to establish and develop excellent wealth management client relationships
• Expert level knowledge of financial markets and investment
• This is an excellent opportunity for someone looking to continue to progress their career within the wealth management space.
• For more information on this Wealth Manager position or to discuss in more detail, contact Aoife Stokes [email protected] or apply directly below.