Senior Wealth Executive
3 weeks ago
Role Duties include: Responsible for management of the investment and planning needs of our clients Build and foster key relationships with clients or the firms partners' in relation to client propositions and investment planning A proven ability to grow a client book in a supported environment Proactively pursue leads and manage the cross-sell of the firms products and service Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
Requirements
Minimum of 5 years' experience, with proven track record of working with clients, with a good working knowledge of financial products QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame A Masters / Primary degree or relevant professional qualification Knowledge of and a strong interest in the international investment environment The ability to gain the trust and confidence of both clients and colleagues-
Senior Wealth Executive
2 weeks ago
Dublin, Dublin City, Ireland Allied Irish Bank Full timeAbout GoodbodyGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud...
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Senior Wealth Executive
7 days ago
Dublin, Dublin City, Ireland Tn Ireland Full timeWe are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team. Role Duties include: Responsible for management of the investment and planning needs of our clients.Build and foster key relationships with clients or the firm's partners in relation to client propositions and investment planning.A...
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Wealth Management Operations Executive
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the jobWealth Management Operations ExecutiveClient Support ServicesOur client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position: Wealth Management Operations Executive, Client Support Services.Business Accountabilities:Providing...
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Executive Assistant
3 days ago
Dublin, Dublin City, Ireland Davy Full timeJob Overview:An exciting opportunity has arisen for an Administrative Support Specialist to join our Wealth Management division.In this role, you will provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.You will act as the first point of contact for clients, dealing promptly and efficiently with their...
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Wealth Management Administrator
1 week ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp Full timeGet AI-powered advice on this job and more exclusive features.Recruit UK | Certified B Corp provided pay rangeThis range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeWealth Management AdministratorSalary: €45k + Bonus + BenefitsReference...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group invites applications for the position of Wealth Management Professional based in Dublin.This role presents an exceptional opportunity for a sales-focused individual to progress their career within a leading global wealth management firm.The Job Description:Meet with high net worth clients to discuss investment opportunities and provide...
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Wealth Management Consultant
4 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeA leading global Private Bank is seeking an experienced Associate Private Banker to support a Senior Private Banker in managing and growing relationships with UHNW clients who are either resident in the EEA or have strong connections to the region, particularly Greece and Cyprus.About the RoleThis is an excellent opportunity to work in a dynamic and...
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Wealth Management Professional
3 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel GroupWe are seeking a skilled Wealth Management Professional to lead our investment initiatives.About the PositionDevelop and execute customized investment plans that cater to the unique needs of our high net worth clients, incorporating their individual financial objectives and risk profiles.Leverage your expertise to drive business growth,...
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Wealth Manager
1 day ago
Dublin, Dublin City, Ireland Barden Full timeBarden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.The ambition is for a tenured...
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Wealth Management Consultant x 3
2 weeks ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the Company: Working with Axiom Consultants, our client is looking to recruit three Senior Wealth Consultants, two in Dublin and the other in Galway. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings through the presentation of...
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Senior Account Executive Dutch Speaking
2 days ago
Dublin, Dublin City, Ireland Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a senior account executive with fluency in Dutch to join our team. As a senior account executive, you will be responsible for managing a portfolio of existing clients, identifying new business opportunities and building relationships with key decision-makers.You will work closely with our marketing team to develop targeted...
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Private Wealth Manager Specialist
3 days ago
Dublin, Dublin City, Ireland The Panel Full timeDirect message the job poster from The Panel Senior Recruitment Consultant, Aircraft Leasing, ESG/Sustainability.I am working with a Global Investment Manager client of mine to appoint an Investment Manager.The Role Building long standing relationships with our clients, ensuring they always receive exceptional service Manage a book of high-net-worth...
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Client Services Executive
2 weeks ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeJoin to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...
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Dublin, Dublin City, Ireland Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is looking for a highly motivated and experienced sales professional to join their team as a Danish Speaking Account Executive. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively with high net worth investors.The role involves gaining an...
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Trainee Wealth Manager
2 weeks ago
Dublin, Dublin City, Ireland deVere Group Full timeHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisoryThis role is office based in Porto in Portugal and will require relocation.deVere Group (dV) has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for...
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Wealth Management Coordinator
3 days ago
Dublin, Dublin City, Ireland Davy Full timeAbout Davy's CultureDavy is a dynamic and inclusive workplace where our employees thrive due to our shared values: client success, one Davy, and building a proud legacy. Our culture encourages collaboration, innovation, and continuous learning.About The JobThis opportunity supports Subject Matter Experts in our Wealth Management and Capital Markets...
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Client Services Executive
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeOur client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include: The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers ...
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Event Executive
2 weeks ago
Dublin, Dublin City, Ireland Ascension Executive Recruitment Full timeAscension Executive Recruitment provided pay rangeThis range is provided by Ascension Executive Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeWe are seeking a dynamic and results-driven Events Executive to spearhead promotional events for medical devices across Ireland. This...
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Executive Healthcare Manager
1 day ago
Dublin, Dublin City, Ireland Health Service Executive Full timeJob Title: Executive Healthcare ManagerWe are seeking an experienced Executive Healthcare Manager to join our team at the Health Service Executive. As a senior leader, you will be responsible for managing our healthcare teams and developing strategies to improve patient outcomes.Key Responsibilities:Manage a team of healthcare professionals to deliver...
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Assurance Senior Associate
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeThis range is provided by Elevate Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Senior Recruitment Consultant - Compliance at Elevate PartnersOur client, a leading wealth management firm, are seeking an Assurance Senior Associate to join the team on a permanent basis.As part of this job, you...