Business Leader

3 days ago


Dublin, Dublin City, Ireland Unio Financial Services Ltd Full time

We are Unio, a leading Wealth Management business in Ireland, backed by Great-West Lifeco. Our team specialises in private wealth management and employee benefit consultancy.

We have over 30 years' experience advising companies and personal investors, with offices in Dublin, Cork, Limerick, and Galway. Our assets under administration and advice total €14 billion, and we advise more than 10,000 private clients.

The Wealth Management division is a key component within Unio, overseeing all client engagement, including delivery of a unique outcome-based proposition to existing and prospective clients. This is delivered through the wealth management advisory team and supported by the client service function.

The successful candidate will lead and inspire a team of Advisers, assist the Head of Segment in setting clear objectives, and foster a collaborative and innovative environment. They will provide mentorship, coaching, and professional development to team members, ensuring they have in-depth knowledge of their segment.

Key responsibilities include growing share of wallet from existing clients, new prospect clients sourced through business development, and sourcing new clients from within the segment. The role also involves monitoring market trends, regulatory changes, and industry best practices, as well as cultivating and maintaining strong relationships with clients.

The ideal candidate will have significant years' experience working in the financial services sector as a Financial Adviser, demonstrating a deep understanding of financial principles and markets. They will possess strong leadership skills, excellent analytical and problem-solving abilities, and a keen attention to detail. Strong communication and interpersonal skills are essential for effective collaboration and client interactions.



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