Wealth Management Consultant
2 days ago
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 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.
- 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.
-
Wealth Management Consultant x 3
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the Company: Working with Axiom Consultants, our client is looking to recruit three Senior Wealth Consultants, two in Dublin and the other in Galway. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings through the presentation of...
-
Wealth Management Professional
11 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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...
-
Strategic Wealth Manager
11 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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...
-
Wealth Management Consultant
2 days ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany OverviewAt 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 DescriptionWe are seeking an experienced Financial Advisor to join our team and contribute to our mission of providing...
-
Wealth Manager
1 week ago
Dublin, Dublin City, Ireland Bank of Ireland Full timeWhat 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 Administrator
1 week ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp Full timeGet 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...
-
Wealth Strategist
2 days ago
Dublin, Dublin City, Ireland deVere Group Full timeAbout 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,...
-
Private Wealth Manager Specialist
1 day ago
Dublin, Dublin City, Ireland The Panel Full timeDirect message the job poster from The Panel Senior Recruitment Consultant, Aircraft Leasing, ESG/Sustainability.I am working with a Global Investment Manager client of mine to appoint an Investment Manager.The Role Building long standing relationships with our clients, ensuring they always receive exceptional service Manage a book of high-net-worth...
-
Wealth Planning Specialist
2 days ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeWe are seeking a skilled Wealth Planning Specialist to join our team at Axiom Consultants. The successful candidate will be responsible for preparing client plans and managing financial planning engagements.Key ResponsibilitiesPrepare client plans, inputting and modelling data in the Voyant system to develop cashflow models and net worth projections.Manage...
-
Wealth Management Professional
22 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe 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,...
-
Business Leader
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe are Unio, a leading Wealth Management business in Ireland, backed by Great-West Lifeco. Our team specialises in private wealth management and employee benefit consultancy.We have over 30 years' experience advising companies and personal investors, with offices in Dublin, Cork, Limerick, and Galway. Our assets under administration and advice total €14...
-
Wealth Management Operations Executive
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout 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...
-
Wealth Management trainee
2 weeks ago
Dublin, Dublin City, Ireland FK International Full timeFK 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,...
-
Ornithology Consultant for Clean Energy Projects
18 hours ago
Dublin, Dublin City, Ireland Environmental Resources Management (Erm) Full timeEducated in ecology/zoology or a related field, you will bring a wealth of knowledge and experience to our team as an Ornithology Consultant. With a solid background in consent-based consultancy, you will work closely with our clients to identify and manage ecological risks associated with renewable energy projects.This is an excellent opportunity for a...
-
Wealth Management Director
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe 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...
-
Wealth Management Expert
2 days ago
Dublin, Dublin City, Ireland Engage People Recruitment Full timeAn industry leading financial management firm is seeking a talented Wealth Management Expert to join their expanding team.Job SummaryThis role offers a lucrative salary of €60k-70k, as well as a market-leading commission structure and benefits package. The ideal candidate will be passionate about building strong relationships with clients and driving...
-
Senior Wealth Executive
2 weeks ago
Dublin, Dublin City, Ireland Allied Irish Bank Full timeAbout GoodbodyGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud...
-
Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland 360 Search Full timeWe are seeking a skilled Financial Advisor to join our client's team. As a leading Financial Services Intermediary Firm, we operate across various sectors including Life & Pensions, Wealth Management, Employee Benefits & Mortgages.The successful candidate will have a proven track record of delivering results in a fast-paced environment and excellent...
-
Senior Wealth Executive
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe 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 ...
-
Trainee Wealth Manager
1 week ago
Dublin, Dublin City, Ireland deVere Group Full timeHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisoryThis role is office based in Porto in Portugal and will require relocation.deVere Group (dV) has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for...