Wealth Management Advisor

2 weeks ago

Dublin, Dublin City, Ireland beBeePrivate Full time €80,000 - €120,000
Job Title

High Net Worth Private Adviser

Description

Our Wealth Management team is seeking an experienced and dynamic High Net Worth Private Adviser to join our growing and collaborative team. The ideal candidate will have a proven track record in delivering wealth management solutions and advice to high-net-worth clients, while also developing successful commercial relationships with both existing and new clients.

This role involves providing comprehensive range of solutions and outcome-based financial planning and investment solutions to a specific portfolio of High-Net-Worth clients. You will be responsible for increasing income by growing share of wallet from existing clients and sourcing new prospect clients through business development and referrals.

You will deliver the Unio Wealth management proposition, ensuring suitability and meeting all regulatory requirements as applied to advice. This includes monitoring market trends, regulatory changes, and industry best practices to keep the team's strategies current and effective.

As a key member of our team, you will work closely with colleagues to support delivery of excellent specialist service to clients. You will cultivate and maintain strong client relationships, understand their financial needs and provide strategic solutions.

Assess and manage financial risks, ensuring compliance with regulatory standards and internal policies.

Required Skills and Qualifications
  • Significant experience in the financial services sector as a Financial Adviser, providing personal financial planning solutions to high-net-worth clients.
  • Excellent interpersonal skills, ability to relate to and build trusting relationships with clients (business owners, senior executives, self-employed and employees).
  • Knowledge of Irish market products addressing personal, family and business protection and pre- and post-retirement planning needs.
  • Strong focus on delivering and exceeding client requirements and expectations.
  • Excellent analytical, communication and writing skills with a professional presentation style.
  • Proven track record in relationship management and business development.
  • Working knowledge of Voyant is advantageous but not essential.
  • Numeracy and excellent organisation skills are essential.
  • Relevant qualifications (minimum QFA); CFP preferable or CFP commenced, or equivalent suitable qualification.
Benefits

This position offers a unique opportunity to be part of a dynamic and innovative team, with a focus on client delivery and growth. As a High Net Worth Private Adviser, you will have the opportunity to develop your skills and expertise, while also contributing to the success of our team.

We offer a competitive remuneration package, which includes a base salary and bonus structure. Additionally, we provide ongoing training and development opportunities to ensure you have the skills and knowledge needed to succeed in this role.

Personal Qualities
  • Demonstrates energy, enthusiasm, and flexibility with the ability to adapt to change.
  • Self-motivated and capable of working on their own initiative and as part of a team.
  • Ability to multi-task with a strong work ethic and keen attention to detail and quality.
  • Developed and maintained effective working relationships and networks.

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