Wealth Management Consultant

5 days ago


Dublin, Dublin City, Ireland Walfrid Private Full time
Company Overview
At 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 Description
We are seeking an experienced Financial Advisor to join our team and contribute to our mission of providing unparalleled financial guidance to our clients. The ideal candidate will possess a deep understanding of the Irish market and be equipped to develop and implement tailored financial plans that meet our clients' objectives.

Responsibilities
  • Analyze complex financial information to provide actionable recommendations to clients.
  • Develop and implement customized financial plans, incorporating investment strategies, retirement planning, tax planning, and estate planning.
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients.
  • Stay up-to-date with market trends, economic indicators, and regulatory changes to ensure clients receive the most informed advice.
  • Maintain strong client relationships through regular communication and reviews.
  • Ensure compliance with industry regulations and company policies, adhering to the highest ethical standards.

Requirements
5+ years of experience in selling pension, investment, or protection products in the Irish market. QFA certification is mandatory. Additional certifications like RPA, SIA, or CFP are highly valued.

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