Wealth Management Director

3 days ago


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

We are looking for a highly skilled and experienced individual to fill the position of Wealth Management Director at Unio Financial Services Ltd. In this role, you will be responsible for leading and developing our Wealth Management division, overseeing all client engagement, and delivering a unique outcome-based proposition to existing and prospective clients.

As part of our dynamic team, you will lead and inspire a team of Advisers, assist the Head of Segment in setting clear objectives, and foster a collaborative and innovative environment. You will provide mentorship, coaching, and professional development to team members, ensuring they have in-depth knowledge of their segment.

Your key responsibilities will include growing share of wallet from existing clients, new prospect clients sourced through business development, and sourcing new clients from within the segment. You will also be responsible for monitoring market trends, regulatory changes, and industry best practices, as well as cultivating and maintaining strong relationships with clients.

To excel in this role, you will need significant years' experience working in the financial services sector as a Financial Adviser, demonstrating a deep understanding of financial principles and markets. You 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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