Wealth Management Professional
3 days ago
We are seeking a skilled Financial Advisor to join our client's team. As a leading Financial Services Intermediary Firm, we operate across various sectors including Life & Pensions, Wealth Management, Employee Benefits & Mortgages.
The successful candidate will have a proven track record of delivering results in a fast-paced environment and excellent communication skills. They will be responsible for developing new business opportunities, managing existing client relationships, and participating in Business Development activities.
This role requires a highly motivated individual with a passion for providing exceptional financial advice to clients. The ideal candidate will have QFA qualifications, a strong understanding of the pensions and investment market, and excellent interpersonal skills.
In this position, you will work closely with the Manager and a supportive team to deliver outstanding results. Your key responsibilities will include:
- Developing new business opportunities and converting potential clients
- Managing existing client relationships and providing continuous support
- Participating in Business Development activities to build your client portfolio and personal network
- Carrying out full financial reviews and offering advice on Pension, Protection, Investment & Savings policies
- Discussing recommendations with clients and answering any questions they may have
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Wealth Management Professional
1 day 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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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group invites applications for the position of Wealth Management Professional based in Dublin.This role presents an exceptional opportunity for a sales-focused individual to progress their career within a leading global wealth management firm.The Job Description:Meet with high net worth clients to discuss investment opportunities and provide...
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Wealth Management Professional
21 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeWe are seeking a Wealth Management Professional to join our team at The Panel Group. In this role, you will be responsible for identifying needs and opportunities for new business and managing referrals from other clients.Key Skills and Qualifications:QFA qualifiedStrong Life & Pensions knowledgeMin 3 years direct experience in financial planningThis is an...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel GroupWe are seeking a skilled Wealth Management Professional to lead our investment initiatives.About the PositionDevelop and execute customized investment plans that cater to the unique needs of our high net worth clients, incorporating their individual financial objectives and risk profiles.Leverage your expertise to drive business growth,...
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Wealth Management Professional
21 hours ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeJob DescriptionProvide clients with financial solutions in income protection, wealth management, and financial services.Engage with clients, generate leads, and provide tailored recommendations.Offer financial advice to new and existing clients.Nurture relationships with a diverse client portfolio.Identify and develop new business opportunities through...
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Wealth Manager
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Strategic Wealth Manager
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