Wealth Management Consultant

6 days ago

Dublin, Dublin City, Ireland Wallace Myers International Full time
Our Mission

At Wallace Myers International, we are committed to delivering exceptional financial solutions to our clients. We achieve this by leveraging our expertise in wealth management, income protection, and financial services, combined with our passion for building long-term relationships with our clients.

About the Role

We are seeking a skilled Senior Financial Advisor to join our team and contribute to our mission. The successful candidate will have a strong understanding of investment products, markets, and risk/return principles, as well as in-depth knowledge of pension products and related tax guidelines.

Key responsibilities include engaging with clients, generating leads, and providing tailored recommendations, as well as offering financial advice to both new and existing clients, and managing and continuously nurturing relationships with a diverse client portfolio.

Requirements

To be considered for this role, you must possess a minimum of a third-level qualification, along with the QFA designation. At least 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding both existing and new client relationships, is also required.

Excellent interpersonal skills, a strong ability to solve problems and manage relationships, and the ability to plan, organize, and manage tasks efficiently are all essential. A solid understanding of business conduct regulations and the ability to work effectively as part of a team are also necessary.

What We Offer

We offer a comprehensive benefits package that includes bonuses, pensions, and other incentives designed to support your professional growth and development. You will also have access to ongoing training and development opportunities, as well as regular feedback and coaching to help you succeed in your role.

Join Our Team

If you are passionate about delivering exceptional financial results and building long-term relationships with clients, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to learn more about how you can contribute to our team's success.

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