Wealth Management Assistant
4 days ago
We are looking for an experienced Paraplanner to join our team at Prosperous Financial. The ideal candidate will have a strong understanding of the financial planning process and be able to communicate complex ideas effectively.
Key duties include:
- Supporting financial planners in developing client plans
- Conducting research and analysis on financial products and services
- Liaising with clients and planners to ensure seamless service delivery
Possible Career Advancement: With experience and continuous learning, there is potential for career advancement within our company. We prioritise employee growth and well-being.
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Wealth Manager Assistant – Private Clients
4 days ago
Dublin, Dublin City, Ireland Capital8 Search & Selection Full timeDirect message the job poster from Capital8 Search & SelectionManaging Director at Capital8 Search & Selection | MBAIndustry: Wealth Management | Financial Advisory | Private BankingA leading wealth management firm is seeking a Wealth Manager Assistant to support its growing team. This is an excellent opportunity for a detail-oriented professional to step...
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Wealth Management Associate
4 days ago
Dublin, Dublin City, Ireland Capital8 Search & Selection Full timeCapital8 Search & Selection is a leading wealth management firm seeking an experienced professional to support its growing team as a Wealth Manager Assistant.The RoleThis dynamic position involves working closely with senior advisors, ensuring smooth client interactions, handling portfolio administration, and providing crucial support in wealth planning and...
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp™ Full timeWealth Management Administrator: A Career OpportunityRole Overview:Recruit UK | Certified B Corp is seeking a skilled Wealth Management Administrator to join their dynamic team. This role offers the chance to develop expertise in wealth management and contribute to business growth.The successful candidate will assist Investment Managers and Independent...
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Wealth Manager
2 weeks 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...
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Wealth Management Advisor
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. We specialize in private wealth management and employee benefit consultancy with over 30 years' experience advising companies and personal investors.With offices in Dublin, Cork, and Limerick, we have €14 billion in assets under administration and advice. Our team...
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Wealth Manager
4 days 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 Banks strategic ambitions.In this...
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Wealth Management Administrator
2 weeks 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...
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Wealth Management Administrator
3 days 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...
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Wealth Manager
12 hours ago
Dublin, Dublin City, Ireland Provement Full timeWe zoeken een specialist voor onze groeiende organisatie! Als Wealth Manager zorg je ervoor dat onze klanten de beste adviezen krijgen om hun vermogen veilig en winstgevend te laten beleggen.FunctieomschrijvingAls Wealth Manager werk je vanuit Dublin en ben je aanspreekpunt voor onze klanten. Je analyseert hun financiële situatie, adviseert over beleggingen...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland Davy Full timeAbout DavyDavy is a leading wealth management firm in Ireland, with a history dating back nearly 100 years. Our success is built on strong relationships with clients and developing the careers of future business leaders.At Davy, we sit at the heart of wealth and capital in Ireland, providing a range of services to high-net-worth individuals, self-directed...
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Wealth Management Specialist
5 days ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth 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...
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Wealth Management Professional
22 hours ago
Dublin, Dublin City, Ireland TN Ireland Full timeWe are seeking a highly skilled and experienced Wealth Management Professional to join our Dublin office as a Private Client Executive.The ideal candidate will have a proven track record of success in wealth management, excellent communication and interpersonal skills, and the ability to build strong relationships with high net worth...
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Wealth Management Specialist
2 days ago
Dublin, Dublin City, Ireland FK International Full timeAbout Our Client:">Our client is a well-capitalized challenger institution in the Wealth Management sector, dedicated to providing exceptional service and expertise to its clients.">Remuneration:">The successful candidate will receive an attractive salary and other benefits, making this an excellent opportunity for those looking to advance their career in...
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Wealth Management trainee
3 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,...
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Wealth Management Professional
1 week ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth 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...
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Senior Wealth Services Coordinator
4 days ago
Dublin, Dublin City, Ireland Capital8 Search & Selection Full timeA reputable wealth management firm seeks an accomplished Wealth Manager Assistant to join its prestigious team.About the RoleThis exciting opportunity involves working closely with seasoned professionals, ensuring exceptional client experiences, and supporting high-stakes investment decisions.Key Accountabilities:Deliver outstanding client service and...
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Wealth Management Professional
4 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeAbout the Role:We are currently recruiting for a talented Wealth Management Professional to join our team in Dublin. The successful candidate will have a minimum of 5+ years' experience in a technical and client-facing role, with a strong background in pension and wealth management.As a key member of our Financial Planning team, you will be responsible for...
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland Elevate Partners Full timeElevate Partners is a leading recruitment agency specializing in finance and accounting roles.About the RoleWe are currently working with a top-tier International Wealth Management firm in Dublin who are seeking a Junior Investment Manager to join their team.Key Responsibilities:Supporting the team in producing high-quality portfolio proposals and...
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Wealth Management Business Leader
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeThis is an exciting opportunity to join our team as a Wealth Management Business Leader.You will be responsible for leading and guiding a team of Advisers in the SME & Business Owners segment.This role requires a deep understanding of financial principles and markets, as well as excellent leadership and communication skills.About the Company:We are a leading...
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Wealth Management Associate
4 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeWe are currently looking for a highly skilled Wealth Management Associate to join our team in Dublin. As a key member of our Private Clients department, you will be responsible for developing and maintaining strong relationships with high net worth individuals and corporate clients.Key Responsibilities:Managing client portfolios and providing expert...