Strategic Financial Leadership Position

1 day ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €80,000 - €100,000
Job Opportunity

As a leader in the financial planning industry, we are seeking a seasoned Financial Planning Team Manager to spearhead our team of private client consultants. The ideal candidate will possess excellent interpersonal and communication skills, as well as proficiency in financial planning software.

Key Responsibilities:
  • Manage and expand a personal portfolio of high-net-worth clients
  • Provide expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management
  • Drive business growth through fee-based financial planning and commission-based product recommendations
  • Lead, mentor, and develop a team of Private Client Consultants

The successful candidate will have a proven track record of success in a financial planning consultant position, with a strong ability to build and maintain relationships with high-net-worth clients.

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