Holistic Wealth Management Professional

We are seeking a highly skilled and experienced Wealth Management Professional to join our Dublin office as a Private Client Executive.The ideal candidate will have a proven track record of success in wealth management, excellent communication and interpersonal skills, and the ability to build strong relationships with high net worth...

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...

About the Role:We are currently recruiting for a talented Wealth Management Professional to join our team in Dublin. The successful candidate will have a minimum of 5+ years' experience in a technical and client-facing role, with a strong background in pension and wealth management.As a key member of our Financial Planning team, you will be responsible for...

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...

Elevate Partners is a leading recruitment agency specializing in finance and accounting roles.About the RoleWe are currently working with a top-tier International Wealth Management firm in Dublin who are seeking a Junior Investment Manager to join their team.Key Responsibilities:Supporting the team in producing high-quality portfolio proposals 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...

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...

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'...

Company OverviewWalfrid Private is a wealth management firm dedicated to providing tailored solutions for Irish company directors, business owners, and entrepreneurs.We help our clients reduce costs, minimize taxes, and enhance their business and personal financial performance through strategic planning.About the Apprenticeship ProgrammeWe are seeking...

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...

We're looking for someone who shares our passion for delivering exceptional client experiences. As a member of our Wealth Management team, you'll have the opportunity to make a real difference in the lives of our clients.Our TeamWe're a close-knit team of professionals dedicated to excellence in everything we do. Our culture is built on three core values:...

Job OverviewWe are seeking an ambitious and highly proactive Senior Certified Financial Planner to join our team at Prosperous Financial.Key Responsibilities:Manage the client journey for both new and existing clients, onboard all new clients, and maintain strong relationships throughout their journey.Take a holistic approach to clients' needs and provide...

About the CompanyWalfrid Private is a reputable wealth management firm dedicated to assisting Irish company directors, business owners, and entrepreneurs in reducing costs, minimizing taxes, and enhancing both business and personal financial performance.We work closely with clients nationwide to develop tailored strategic plans that ensure they achieve...

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...

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...

The Job:Key responsibilities include meeting with HNW clients to discuss investment opportunities, driving wealth management sales in Ireland, gathering new clients and assets for the firm, extensive networking, direct consultative selling, dedicated portfolio management, and retention of client relationships.

Job OverviewThe Panel Group's Dublin office is looking for a Pension & Investment Sales Manager to join their team. This role offers a unique opportunity to work with high net worth clients and drive wealth management sales in Ireland.Main Responsibilities:Meet with clients to discuss investment opportunities and drive sales growthDevelop and maintain strong...

The successful candidate will be a highly motivated and results-driven Financial Planner with a passion for delivering exceptional client outcomes.This role requires an individual with CFP qualification, a proven track record of success in financial planning, and a strong understanding of the Irish market. As a key member of our team, you will be responsible...

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...