Wealth Management Professional
2 days ago
We are seeking a skilled Wealth Management Professional to lead our investment initiatives.
About the Position- Develop 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, collaborating closely with our Direct Clients team to identify opportunities for expansion and increase revenue.
- Maintain a deep understanding of investment markets and products, staying informed about regulatory changes and adapting your strategies accordingly.
- Foster strong relationships with clients, providing them with expert guidance and support throughout the investment process.
- Minimum 5 years of experience in wealth management or a related field, with a proven track record of delivering results.
- Strong knowledge of investment markets and products, including alternative investments and tax-efficient investing strategies.
- QFA qualification is essential; CFP/CFA certification or working towards it is highly desirable.
- Demonstrated sales and relationship-building skills, with a proven ability to build strong, lasting relationships with clients.
You will enjoy a comprehensive benefits package, including group life assurance, medical aid/health care, pension fund contributions, and a performance bonus structure designed to reward your hard work and dedication.
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth 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...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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...
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Wealth Management Professional
15 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeWe 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...
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Wealth Management Professional
15 hours ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeJob 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...
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Wealth Management Professional
3 days ago
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Wealth Manager
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Wealth Management Administrator
1 week ago
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Strategic Wealth Advisor
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Dublin, Dublin City, Ireland Elevate Partners Full timeWe 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 ...