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Wealth Management Consultant

1 week ago

South Dublin, Ireland Wallace Myers International Full time

As a Senior Financial Advisor at Wallace Myers International, you will be responsible for developing and implementing financial strategies that meet the needs of clients in income protection, wealth management, and financial services.

Key Responsibilities
  • Client Engagement: Engage with clients to understand their financial needs and preferences
  • Financial Advice: Provide expert financial advice to new and existing clients
  • Relationship Building: Nurture relationships with a diverse client portfolio
  • New Business Development: Identify and develop new business opportunities
  • Performance Metrics: Achieve sales targets and contribute to team-based goals
  • Regulatory Compliance: Comply with regulatory standards and codes
Essential Qualifications
  • Minimum of a third-level qualification and QFA designation
  • At least 5 years of advisory experience in financial services
  • Strong understanding of investment products and risk/return principles
  • In-depth knowledge of pension products and tax guidelines
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team