Current jobs related to Wealth Management Expert - Dublin, Dublin City - Wallace Myers International

  • Wealth Management Expert

    4 days ago

    Dublin, Dublin City, Ireland Pro Wealth Full time

    Pro Wealth is a financial planning firm in Dublin, specializing in Exit Strategies, Estate Planning, Risk Management, and Tax Structures for High Net Worth Individuals and Company Directors.We deliver personalized service tailored to meet the needs of each client, providing top-quality financial planning in a private and flexible manner.This full-time hybrid...

  • Private Wealth Manager

    1 week ago

    Dublin, Dublin City, Ireland deVere Group Full time

    We are a leading independent financial advisory firm with a global presence in over 100 countries.We specialize in providing expert, impartial financial advice and wealth management solutions to our clients.The successful candidate will be responsible for providing comprehensive wealth management services to our clients, including generating leads,...

  • Wealth Management Administrator

    2 hours ago

    Dublin, Dublin City, Ireland Robert Walters Ireland Full time

    Wealth Management AdministratorWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team in Dublin. As a Wealth Management Administrator, you will be responsible for providing administrative support to our clients and colleagues.ResponsibilitiesManage client documentation and update information via CRM...

  • Financial Planning Professional

    4 days ago

    Dublin, Dublin City, Ireland Pro Wealth Full time

    Job SummaryAs a Senior Financial Consultant with Pro Wealth, you will be responsible for delivering high-quality financial planning services to clients.You will work closely with our team to provide expert advice on exit strategies, estate planning, risk management, and tax structures.To succeed in this role, you will need strong analytical and...

  • Wealth Manager

    2 weeks ago

    Dublin, Dublin City, Ireland deVere Group Full time

    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...

  • Wealth Manager

    1 week ago

    Dublin, Dublin City, Ireland deVere Group Full time

    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...

  • Wealth Manager

    3 days ago

    Dublin, Dublin City, Ireland Elevate Partners Full time

    Job DescriptionOur 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...

  • Wealth Manager

    1 hour ago

    Dublin, Dublin City, Ireland Elevate Partners Full time

    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...

  • Wealth Manager

    3 weeks ago

    Dublin, Dublin City, Ireland Elevate Partners Full time

    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'...

  • Senior Financial Consultant

    4 days ago

    Dublin, Dublin City, Ireland Pro Wealth Full time

    Key ResponsibilitiesAs a Financial Advisor with Pro Wealth, you will be responsible for:Providing expert advice on financial planning, retirement planning, and investment strategiesWorking closely with clients to understand their financial goals and objectivesDeveloping and implementing personalized financial plansStaying up-to-date with market trends and...

  • Wealth Manager

    2 weeks ago

    Dublin, Dublin City, Ireland TN Ireland Full time

    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...

  • Wealth Manager

    1 week ago

    Dublin, Dublin City, Ireland Elevate Partners Full time

    Job Description 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...

  • Financial Advisor

    4 days ago

    Dublin, Dublin City, Ireland Pro Wealth Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Pro WealthExperienced Wealth Manager & Senior Partner at Pro WealthCompany DescriptionPro Wealth is a financial planning firm in Dublin 12, specializing in Exit Strategies, Estate Planning, Risk Management, and Tax Structures for High Net Worth Individuals and...

  • Wealth Management Professionals

    1 week ago

    Dublin, Dublin City, Ireland Unio Financial Services Ltd Full time

    About UnioUnio Financial Services Ltd is a leading provider of wealth management services in Ireland. With over 30 years of experience, we have established ourselves as a trusted advisor to individuals and businesses alike.Our team of expert financial planners works closely with clients to deliver tailored solutions that meet their unique needs and goals....

  • Personal Wealth Manager

    1 week ago

    Dublin, Dublin City, Ireland Bighornlaw Full time

    At Bighornlaw, we are committed to helping individuals and families achieve their long-term financial goals. As a Personal Wealth Manager, you will play a key role in helping our clients navigate the complexities of financial planning and achieve their desired outcomes.ResponsibilitiesYou will be responsible for analyzing clients' financial situations,...

  • Wealth Management Consultant

    4 days ago

    Dublin, Dublin City, Ireland Lockton Companies Full time

    About the PositionWe are seeking an experienced Wealth Management Consultant to join our team. In this role, you will be responsible for providing expert advice on wealth management and developing tailored solutions to meet the needs of our clients.You will have the opportunity to work closely with clients to understand their financial goals and develop...

  • Wealth Management Expert

    5 days ago

    Dublin, Dublin City, Ireland TN Ireland Full time

    About usAt Davy Private Clients, we pride ourselves on delivering exceptional outcomes for our clients through our team of experienced professionals.We are committed to providing a comprehensive range of services that meet the unique needs of each client, including wealth management, investment advice, and retirement planning.Our team is dedicated to...

  • Wealth Management Professional

    3 days ago

    Dublin, Dublin City, Ireland Tn Ireland Full time

    **About the Role:**Tn Ireland is seeking a highly skilled Wealth Management Professional to join their team as a Pensions Actuarial Consultant.This role is ideal for an experienced Actuarial Professional looking to take their career to the next level.The successful candidate will be responsible for providing expert advice on managing individual wealth and...

  • Wealth Management Professional

    2 days ago

    Dublin, Dublin City, Ireland Wallace Myers International Full time

    Wallace Myers International seeks a skilled Wealth Management Professional to provide expert advice on income protection, wealth management, and financial services.Core Duties:Offer personalized financial solutions to clients, taking into account their individual needs and goals.Engage with clients to identify their financial objectives and develop...

  • Private Wealth Manager

    1 week ago

    Dublin, Dublin City, Ireland Davy Full time

    About the RoleThis exciting opportunity has arisen for a Private Client Financial Planner to join our Financial Planning team within Private Clients. As part of this role, you will work closely with private client advisers and other financial planning experts to develop tailored goals-based financial plans for clients.You will utilise your technical...

Wealth Management Expert

2 weeks ago

Dublin, Dublin City, Ireland Wallace Myers International Full time
Role Summary

The ideal candidate will be responsible for providing financial solutions to clients in areas such as income protection, wealth management, and financial services.

Key Responsibilities
  1. Engage with clients to provide tailored recommendations and manage relationships.
  2. Identify new business opportunities through various internal and external channels.
  3. Achieve set sales targets and contribute to team-based goals.
Requirements
  • A minimum of a third-level qualification and QFA designation.
  • Progress toward the CFP qualification is advantageous.
  • At least 5 years of advisory experience in financial services.