Wealth Management Expert

About 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,...

The 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,...

Job 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...

We are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team. Role Duties include:  Responsible for management of the investment and planning needs of our clients Build and foster key relationships with clients or the firms partners' in relation to client propositions and investment planning ...

Wealth 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...

What 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 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...

A 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...

Get 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...

The 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 Management Opportunity:AIB is seeking a highly motivated Financial Planning Specialist to join our team. As a key player in our Customer Financial Planning division, you will have the opportunity to work with a large and growing team of advisors.The successful candidate will have a deep understanding of Financial Planning products and a proven track...

The 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...

About 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...

About Davy's CultureDavy is a dynamic and inclusive workplace where our employees thrive due to our shared values: client success, one Davy, and building a proud legacy. Our culture encourages collaboration, innovation, and continuous learning.About The JobThis opportunity supports Subject Matter Experts in our Wealth Management and Capital Markets...

Barden 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...

FK 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,...

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 qualifiedStrong Life & Pensions knowledgeMin 3 years direct experience in financial planningThis is an...

Job 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...

We 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...

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...