Wealth Management Consultant

2 days ago


Dublin, Dublin City, Ireland BWD Search & Selection Full time

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 Role

This is an excellent opportunity to work in a dynamic and client-focused environment, providing access to a full range of investment solutions, credit/lending, structured products, wealth advisory, and banking services.

Key Accountabilities
  • Develop and maintain strong relationships with UHNW clients, ensuring the highest level of service and bespoke financial solutions.
  • Identify and capitalise on new opportunities, driving asset and revenue growth.
  • Work closely with internal specialists to deliver tailored investment, credit, and wealth planning solutions.
  • Ensure adherence to regulatory requirements, particularly around AML/KYC, and manage risk effectively within client relationships.
Requirements
  • Proven experience in private banking, wealth management, or a related field.
  • Sound understanding of financial markets, investments, lending, and risk management.
  • QFA (Qualified Financial Advisor) or APA (Accredited Product Advisor) designation, or equivalent.
  • Fluency in English; knowledge of additional European languages is beneficial.
  • Strong business development skills and an understanding of the regulatory landscape in private banking.


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