Wealth Management Specialist

Axiom Consultants is seeking an experienced Wealth Management Operations Specialist to join our team. As a key member of our operations department, you will play a crucial role in supporting the Wealth Management function.Job DescriptionThe Wealth Management Operations Specialist will be responsible for providing support and guidance to the Wealth Management...

TN Ireland is looking for a Wealth Management Specialist to join our dynamic team in Dublin. In this role, you will be responsible for supporting our wealth management activities and contributing to the growth and success of our business.Key Tasks:Preparation of firm cash reconciliations and identification of discrepancies.Collaboration with internal teams...

Robert Walters IrelandWe are a global company with a presence in many countries. This is a unique opportunity to join our team in Dublin and contribute to the success of our wealth management division.Support Specialist RoleThe role involves providing administrative support to the wealth management team. The successful candidate will have excellent...

Our client is a leading Wealth Management firm who are looking to hire a Wealth Manager to join their team in Dublin.The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth management services tailored to their clients...

Our client is a leading Wealth Management firm who are looking to hire a Wealth Manager to join their team in Dublin. The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth management services tailored to their clients'...

Social network you want to login/join with:Our client is a leading Wealth Management firm who are looking to hire a Wealth Manager to join their team in Dublin. The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth...

Client Onboarding Specialist, Wealth ManagementClient Onboarding Specialist – Wealth Management TeamPermanent, Full TimeOffice based with some flexibility, DublinAbout ElkstoneElkstone is Ireland's leading alternative investments firm, specialising in private markets. Since 2011, Elkstone has sought to expand diversified wealth for high-net-worth...

Job SummaryAs a Wealth Management Specialist, you will be responsible for providing exceptional customer service and support to our clients. Your primary objective will be to ensure that all client needs are met in a timely and professional manner.Key Responsibilities:- Provide accurate and efficient administrative support to the investment team- Assist with...

3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericadeVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries...

Job Title: Wealth ManagerRef: 9048Location: Ireland (Home based / Dublin)Salary: €100,000 with first-year OTE of €150,000Recruit UK is partnering with a leading international Wealth Management firm to expand its Wealth Planning team in Ireland. We are seeking experienced Wealth Management professionals who excel in client engagement and have a proven...

The Panel Group is a leading global wealth manager seeking a seasoned Senior Wealth Manager to join their team in Dublin. This is an exceptional opportunity for a motivated individual to grow their career within a prestigious firm.The Role:We are seeking a results-driven professional to meet with high net worth clients, discuss investment opportunities, and...

Company OverviewAt Prosperous Financial, we are committed to providing exceptional wealth management solutions that cater to the diverse needs of our clients.We take pride in our client-centric approach, where we work closely with our clients to understand their financial goals and aspirations, and provide tailored advice to help them achieve success.

Business FunctionThis role supports the growth of our wealth management business by ensuring accurate and efficient data management.Responsibilities include inputting investor profiles, managing client relationships, and guaranteeing data changes are processed in line with service level agreements.The ideal candidate will have a background in financial...

A Career in Wealth ManagementWe're seeking an ACCA/ACA qualified professional to join our Wealth Management team as an Assistant Private Client Adviser.In this role, you'll be responsible for managing discretionary client portfolios in accordance with agreed client mandates and investment committee guidance.You'll work closely with portfolio managers to...

Working with Axiom Consultants, our client is looking to recruit a Wealth Consultant/Advisor. As a Wealth Consultant/Advisor, you will collaborate closely with Private Client Advisers to analyse and evaluate scenarios based on clients' needs and objectives, utilising Voyant financial planning software.Your role involves direct communication with clients and...

About ElkstoneElkstone is a leading alternative investments firm, specialising in private markets. Our mission is to expand diversified wealth for high-net-worth individuals, corporations and institutions.We build unique value for our clients through world-class specialist teams focusing on different types of alternative asset portfolios.

Wealth CounselorFisher Investments Ireland is a leading provider of investment management services, seeking an experienced Wealth Counselor to join its team in Ireland. As a key member of the Investment Counselling team, you will be responsible for counselling high-net-worth clients on wealth creation and preservation strategies.As a Wealth Counselor, you...

Director - SME & Business Owners SegmentWe are Unio Financial Services Ltd, a leading wealth management business in Ireland, providing private wealth management and employee benefit consultancy services to companies and personal investors.Our ExpertiseWith over 30 years of experience advising companies and personal investors, we specialise in private wealth...

What is the opportunity?The successful candidate will work as part of an industry leading wealth management provider. This role will provide career opportunities that will allow you to grow to your full potential. You will assist in driving growth and provide an enhanced customer service offering while also supporting the Bank's strategic ambitions.In this...

Get 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...