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Wealth Management Specialist

2 weeks ago

Dublin, Dublin City, Ireland beBeeFinancial Full time €80,000 - €100,000
Senior Wealth Advisor

We are seeking an accomplished Senior Wealth Advisor to support our rapidly growing wealth management team.

  • This is a critical role in providing high-quality financial advice while managing and supporting a team of experienced consultants, with plans to grow and develop the team further.

The focus will be on managing a portfolio of clients with immediate needs, guiding and supporting the team as they grow into future financial planning and wealth advisory roles.

Key Responsibilities
  • Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance.
  • Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.
  • Develop and implement best practices for financial planning and advisory services within the team.
  • Identify training opportunities to keep the team updated on industry trends and regulatory changes.
  • Foster a collaborative and accountable team culture focused on excellence.
  • Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management.
  • Drive business growth through a mix of fee-based financial planning and mission-based product recommendations.
Requirements
  • Excellent interpersonal, communication, and relationship management skills.
  • Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.
  • Proficiency in financial planning software, particularly Voyant.
  • Certified Financial Planner (CFP) qualification.
  • Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.
  • Minimum of a bachelor's degree in finance, economics, business, or a related field.
  • Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.
Benefits

Our company offers a range of benefits to support your wellbeing and career development.

  • Competitive salary and bonuses.
  • Comprehensive private healthcare.
  • Life assurance and group life insurance.
  • Generous annual leave allowance.
  • Opportunities for hybrid working.
About Us

Our company is a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals.