Wealth Management Professional

2 days ago


Dublin, Dublin City, Ireland The Panel Group Full time
The Panel Group

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.
Qualifications
  • 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.
Benefits Package

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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