Wealth Management Professional
6 days ago
We 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 qualified
- Strong Life & Pensions knowledge
- Min 3 years direct experience in financial planning
This is an excellent opportunity for a motivated and experienced professional to join a dynamic team and contribute to the success of the firm.
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Wealth Management Professional
2 hours ago
Dublin, Dublin City, Ireland TN Ireland Full timeWe are seeking a highly skilled and experienced Wealth Management Professional to join our Dublin office as a Private Client Executive.The ideal candidate will have a proven track record of success in wealth management, excellent communication and interpersonal skills, and the ability to build strong relationships with high net worth...
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Wealth Management Professional
9 hours ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp™ Full timeWealth Management Administrator: A Career OpportunityRole Overview:Recruit UK | Certified B Corp is seeking a skilled Wealth Management Administrator to join their dynamic team. This role offers the chance to develop expertise in wealth management and contribute to business growth.The successful candidate will assist Investment Managers and Independent...
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Wealth Management Professional
3 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeAbout the Role:We are currently recruiting for a talented Wealth Management Professional to join our team in Dublin. The successful candidate will have a minimum of 5+ years' experience in a technical and client-facing role, with a strong background in pension and wealth management.As a key member of our Financial Planning team, you will be responsible for...
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Wealth Management Professional
7 days 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
1 day ago
Dublin, Dublin City, Ireland Davy Full timeAbout DavyDavy is a leading wealth management firm in Ireland, with a history dating back nearly 100 years. Our success is built on strong relationships with clients and developing the careers of future business leaders.At Davy, we sit at the heart of wealth and capital in Ireland, providing a range of services to high-net-worth individuals, self-directed...
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Wealth Management Professional
14 hours ago
Dublin, Dublin City, Ireland Elevate Partners Full timeElevate Partners is a leading recruitment agency specializing in finance and accounting roles.About the RoleWe are currently working with a top-tier International Wealth Management firm in Dublin who are seeking a Junior Investment Manager to join their team.Key Responsibilities:Supporting the team in producing high-quality portfolio proposals and...
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Private Wealth Management Professional
27 minutes ago
Dublin, Dublin City, Ireland ACCA Careers Full timeJob Description: Senior Private Client Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Senior Private Client Financial Advisor to join our team.The ideal candidate will have a proven track record of delivering exceptional results in wealth management, with a strong focus on client relationships and portfolio growth.Key...
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany OverviewWalfrid Private is a wealth management firm dedicated to providing tailored solutions for Irish company directors, business owners, and entrepreneurs.We help our clients reduce costs, minimize taxes, and enhance their business and personal financial performance through strategic planning.About the Apprenticeship ProgrammeWe are seeking...
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Wealth Management Professional
9 hours ago
Dublin, Dublin City, Ireland Davy Full timeWe're looking for someone who shares our passion for delivering exceptional client experiences. As a member of our Wealth Management team, you'll have the opportunity to make a real difference in the lives of our clients.Our TeamWe're a close-knit team of professionals dedicated to excellence in everything we do. Our culture is built on three core values:...
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Wealth Management Associate
3 days ago
Dublin, Dublin City, Ireland Capital8 Search & Selection Full timeCapital8 Search & Selection is a leading wealth management firm seeking an experienced professional to support its growing team as a Wealth Manager Assistant.The RoleThis dynamic position involves working closely with senior advisors, ensuring smooth client interactions, handling portfolio administration, and providing crucial support in wealth planning and...
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Wealth Management Professional
6 days 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
4 days ago
Dublin, Dublin City, Ireland The Panel Full timeWe are seeking a highly skilled Investment Counsellor to join our team at The Panel. This role offers an excellent chance to work with high-net-worth clients in Spain and develop your skills in investment management.As an Investment Counsellor, you will be responsible for building and maintaining strong relationships with clients, ensuring they receive...
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Wealth Management Professional
5 days 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...
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Wealth Management Specialist
4 days ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth Management at Wallace Myers InternationalWe are committed to delivering exceptional wealth management services to our clients. Our team of experienced professionals uses a comprehensive approach to help clients achieve their financial goals, from creating personalized wealth management plans to analyzing and optimizing their existing assets.Key...
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Wealth Management Advisor
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe are Unio, a leading Wealth Management business in Ireland, backed by Great-West Lifeco. We specialize in private wealth management and employee benefit consultancy with over 30 years' experience advising companies and personal investors.With offices in Dublin, Cork, and Limerick, we have €14 billion in assets under administration and advice. Our team...
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Senior Wealth Management Professional
3 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Job:Key responsibilities include meeting with HNW clients to discuss investment opportunities, driving wealth management sales in Ireland, gathering new clients and assets for the firm, extensive networking, direct consultative selling, dedicated portfolio management, and retention of client relationships.
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Wealth Management Professional
4 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeJob OverviewThe Panel Group's Dublin office is looking for a Pension & Investment Sales Manager to join their team. This role offers a unique opportunity to work with high net worth clients and drive wealth management sales in Ireland.Main Responsibilities:Meet with clients to discuss investment opportunities and drive sales growthDevelop and maintain strong...
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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...
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Wealth Management Administrator
2 weeks 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...
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Wealth Management Administrator
3 days 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...