Wealth Management Director
3 days ago
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.
-
Executive Assistant
2 days ago
Dublin, Dublin City, Ireland Davy Full timeJob Overview:An exciting opportunity has arisen for an Administrative Support Specialist to join our Wealth Management division.In this role, you will provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.You will act as the first point of contact for clients, dealing promptly and efficiently with their...
-
Wealth Management Consultant
3 days ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany OverviewAt Walfrid Private, we strive to deliver exceptional wealth management solutions to our clients. Our expertise spans across Ireland, catering to the diverse needs of Company Directors, Business Owners, and Entrepreneurs.Job DescriptionWe are seeking an experienced Financial Advisor to join our team and contribute to our mission of providing...
-
Wealth Manager
2 weeks ago
Dublin, Dublin City, Ireland Bank of Ireland Full timeWhat 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...
-
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...
-
Wealth Management Consultant
4 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeA leading global Private Bank is seeking an experienced Associate Private Banker to support a Senior Private Banker in managing and growing relationships with UHNW clients who are either resident in the EEA or have strong connections to the region, particularly Greece and Cyprus.About the RoleThis is an excellent opportunity to work in a dynamic and...
-
FS Tax Directors
1 week ago
Dublin, Dublin City, Ireland Director File Full timeWe are working with the head of FS tax to help hire a Financial Services Tax Directors and Associate Directors to join their rapidly growing financial services tax team.Our client is the fastest growing firm in Ireland and has over 3000 people in 10 offices across Ireland, the Isle of Man, Gibraltar, and Bermuda, with a presence in over 130 countries around...
-
Wealth Management Administrator
1 week ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp Full timeGet 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...
-
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...
-
Wealth Strategist
3 days ago
Dublin, Dublin City, Ireland deVere Group Full timeAbout 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,...
-
Tax Director Financial Services
1 day ago
Dublin, Dublin City, Ireland Director File Full timeJoin a Dynamic TeamOur client is seeking a highly skilled Financial Services Tax Director or Associate Director to join their rapidly growing team. As a key member, you will play a crucial role in shaping the future of the organization.Key Responsibilities- Provide expert financial services tax advice to clients across various sectors.- Support clients with...
-
Strategic Wealth Manager
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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...
-
Financial Services Director Position
2 days ago
Dublin, Dublin City, Ireland Director File Full timeGlobal Financial Services FirmWe are a leading financial services firm with a strong presence globally. Our team of professionals provides expert advice to clients across various industries.Opportunity to GrowThis role offers excellent career progression opportunities to Partner level, with a competitive remuneration package and the chance to develop your...
-
Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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,...
-
Wealth Management Operations Executive
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout 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...
-
Wealth Manager
9 hours ago
Dublin, Dublin City, Ireland Barden Full timeBarden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.The ambition is for a tenured...
-
Wealth Management trainee
2 weeks ago
Dublin, Dublin City, Ireland FK International Full timeFK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. Key responsibilities will include: Developing comprehensive financial plans for clients,...
-
Wealth Management Professional
21 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...
-
Wealth Management Professional
21 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...
-
Tax Director for Financial Institutions
21 hours ago
Dublin, Dublin City, Ireland Director File Full timeAbout the RoleThis is an exciting opportunity for a seasoned Financial Services Tax Director to join our team. As a key member, you will be responsible for providing expert financial services tax advice to clients and driving business growth through strategic planning and execution.Key Accountabilities- Develop and maintain strong relationships with clients,...
-
Wealth Management Professional
2 hours ago
Dublin, Dublin City, Ireland Robert Walters Ireland Full timeRewards are offered for a motivated and results-driven Financial Advisor to join Robert Walters Ireland, a top Wealth Management Company.Salary: 50,000 Euro to 60,000 EuroJob Description:Mission-critical tasks include conducting consultations to understand client aspirations, needs and objectives, and obtaining relevant information from private and public...