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Investment Planning Lead

7 days ago

Dublin, Dublin City, Ireland The Panel Group Full time

The Panel Group seeks a Investment Planning Lead to join their Dublin-based team.

This is an excellent opportunity for a sales-driven professional to develop their career within a leading global wealth management firm.

The Position:

  • Meet with high net worth clients to discuss investment opportunities and develop tailored solutions.
  • Drive wealth management sales in Ireland through strategic planning and execution.
  • Build relationships with existing clients and identify new business opportunities.
  • Engage in extensive networking and direct consultative selling to expand the firm's client base.
  • Provide dedicated portfolio management and client relationship support.

The Requirements:

  • Possesses at least 5 years of experience providing financial advice to clients.
  • Demonstrates a proven track record of individual sales success with retail clients.
  • Can quantify their achievements in closing new investor business.
  • Exhibits exceptional sales ability and a proven sales track record.
  • Showcases a strong work ethic and excellent interpersonal communication skills.

The Benefits:

  • A comprehensive benefits package is included with this role.
  • A competitive bonus/commission structure is available, leading to an expected OTE of at least €120,000 in year one and higher thereafter.