Senior Wealth Services Coordinator

We are Unio, a leading Wealth Management business in Ireland, backed by Great-West Lifeco. We specialize in private wealth management and employee benefit consultancy with over 30 years' experience advising companies and personal investors.With offices in Dublin, Cork, and Limerick, we have €14 billion in assets under administration and advice. Our team...

About 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...

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...

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...

We 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 firms partners' in relation to client propositions and investment planning ...

Capital8 Search & Selection is a leading wealth management firm seeking an experienced professional to support its growing team as a Wealth Manager Assistant.The RoleThis dynamic position involves working closely with senior advisors, ensuring smooth client interactions, handling portfolio administration, and providing crucial support in wealth planning and...

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...

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'...

Job Description: Senior Private Client Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Senior Private Client Financial Advisor to join our team.The ideal candidate will have a proven track record of delivering exceptional results in wealth management, with a strong focus on client relationships and portfolio growth.Key...

Direct message the job poster from Capital8 Search & SelectionManaging Director at Capital8 Search & Selection | MBAIndustry: Wealth Management | Financial Advisory | Private BankingA leading wealth management firm is seeking a Wealth Manager Assistant to support its growing team. This is an excellent opportunity for a detail-oriented professional to step...

Wealth Management Administrator: A Career OpportunityRole Overview:Recruit UK | Certified B Corp is seeking a skilled Wealth Management Administrator to join their dynamic team. This role offers the chance to develop expertise in wealth management and contribute to business growth.The successful candidate will assist Investment Managers and Independent...

This is an exciting opportunity to join our team as a Wealth Management Business Leader.You will be responsible for leading and guiding a team of Advisers in the SME & Business Owners segment.This role requires a deep understanding of financial principles and markets, as well as excellent leadership and communication skills.About the Company:We are a leading...

Wealth and Investment Advisor RoleWe are seeking a highly motivated and organized Wealth and Investment Advisor to join our team. The successful candidate will have the opportunity to learn and develop skills in wealth and investment planning, while also contributing to the growth and success of deVere Group.As a key member of our team, you will be...

About DavyDavy is a leading wealth management firm in Ireland, with a history dating back nearly 100 years. Our success is built on strong relationships with clients and developing the careers of future business leaders.At Davy, we sit at the heart of wealth and capital in Ireland, providing a range of services to high-net-worth individuals, self-directed...

We are looking for a highly skilled Wealth Strategy Specialist to join our team at Elevate Partners in Dublin. As a key member of our wealth management team, you will be responsible for managing client portfolios, developing tailored wealth strategies, and delivering exceptional wealth management services.About the Role:Develop and implement comprehensive...

About 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...

About Wallace Myers InternationalWe are a forward-thinking Wealth Management Company committed to helping our clients achieve their financial goals. As a Financial Advisor, you will be instrumental in delivering exceptional results and contributing to the firm's continued success.Job Overview:Develop and implement comprehensive financial plans tailored to...

At Elevate Partners, our goal is to provide exceptional wealth management services tailored to our clients' needs. As a Wealth Manager, you will play a pivotal role in managing client portfolios, identifying and targeting new market segments, and delivering strategic investment advice.The successful candidate will take ownership of the full section of...

Wealth Management at Wallace Myers InternationalWe are committed to delivering exceptional wealth management services to our clients. Our team of experienced professionals uses a comprehensive approach to help clients achieve their financial goals, from creating personalized wealth management plans to analyzing and optimizing their existing assets.Key...

Company Overview: Walfrid Private is a reputable Wealth Management firm based in Dublin, offering tailored financial services to individuals and businesses nationwide. We assist clients in reducing costs and taxes while improving financial performance.Through our expertise, we help clients develop wealth through multi-channel cashflows structured tax...