Wealth Management Professional

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...

Wealth Management OpportunitiesAt Wallace Myers International, we pride ourselves on delivering exceptional wealth management services to our clients. We are currently seeking a skilled Financial Advisor to join our team.The successful candidate will have a proven track record of providing personalized wealth management advice and building strong...

The Panel Group invites applications for the position of Wealth Management Professional based in Dublin.This role presents an exceptional opportunity for a sales-focused individual to progress their career within a leading global wealth management firm.The Job Description:Meet with high net worth clients to discuss investment opportunities and provide...

We are seeking a Wealth Management Professional to join our team at The Panel Group. In this role, you will be responsible for identifying needs and opportunities for new business and managing referrals from other clients.Key Skills and Qualifications:QFA qualifiedStrong Life & Pensions knowledgeMin 3 years direct experience in financial planningThis is an...

The Panel GroupWe are seeking a skilled Wealth Management Professional to lead our investment initiatives.About the PositionDevelop and execute customized investment plans that cater to the unique needs of our high net worth clients, incorporating their individual financial objectives and risk profiles.Leverage your expertise to drive business growth,...

Job DescriptionProvide clients with financial solutions in income protection, wealth management, and financial services.Engage with clients, generate leads, and provide tailored recommendations.Offer financial advice to new and existing clients.Nurture relationships with a diverse client portfolio.Identify and develop new business opportunities through...

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 are seeking a highly skilled Investment Counsellor to join our team at The Panel. This role offers an excellent chance to work with high-net-worth clients in Spain and develop your skills in investment management.As an Investment Counsellor, you will be responsible for building and maintaining strong relationships with clients, ensuring they receive...

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 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.

We are seeking a skilled Financial Advisor to join our client's team. As a leading Financial Services Intermediary Firm, we operate across various sectors including Life & Pensions, Wealth Management, Employee Benefits & Mortgages.The successful candidate will have a proven track record of delivering results in a fast-paced environment and excellent...

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...

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...

About the RoleWealth Manager at deVere GroupThis exciting opportunity is for a dynamic and results-driven Wealth Manager to join our team and provide expert wealth management solutions to clients worldwide.The ideal candidate will be responsible for delivering exceptional client experiences through comprehensive financial assessments, tailored strategies,...

Artemis Recruitment Consultants Ltd is looking for a highly motivated and experienced sales professional to join their team as a Danish Speaking Account Executive. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively with high net worth investors.The role involves gaining an...

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...

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 Banks strategic ambitions.In this...

The Panel Group is seeking a Strategic Wealth Manager to join their team in Dublin.This role presents an exceptional opportunity for a sales-driven professional to grow their career within a global firm.The Job:Meet with high net worth clients to discuss investment opportunities.Drive wealth management sales in Ireland.Gather new clients and assets for the...

About the jobWealth Management Operations ExecutiveClient Support ServicesOur client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position: Wealth Management Operations Executive, Client Support Services.Business Accountabilities:Providing...

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...