Wealth Manager

2 days ago

Dublin, Ireland FK International Full time

Job Description At FK International, we are partnering with a significant challenger institution in the Wealth Management sector, currently recruiting for a Wealth Manager with a focus on the UHNW/family office sector. Reporting to the MD, responsibilities will include: Manage key UHNW relationships, acting as a trusted advisor to clients Oversee portfolio analysis, financial planning and tax structuring for clients Identify and drive opportunities to deepen/broaden client relationships Support firm-wide initiatives, strategic projects and mentoring of junior team members in support of the UHNW/family office platform Requirements for this Role 5+ years experience advising UHNW/families in an advisory (i.e. tax planning, investment advisory) or Wealth Management capacity Relevant qualification, e.g. chartered accountant, tax (CTA), CFP or CFA Deep understanding of liquidity events, succession planning and tax/investment structuring Demonstrated experience in building trust with UHNW and sophisticated investors About Our Client Our client is a leading challenger institution in the wealth management sector. Remuneration Attractive + bonus & benefits. Your application will be directed to Ger Buckley. Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions. Skills: Wealth Management Tax Planning

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