Private Wealth Manager Specialist
5 days ago
Direct message the job poster from The Panel
Senior Recruitment Consultant, Aircraft Leasing, ESG/Sustainability.
I am working with a Global Investment Manager client of mine to appoint an Investment Manager.
The Role Building long standing relationships with our clients, ensuring they always receive exceptional service Manage a book of high-net-worth relationships with approximately € million in assets Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy Gain advanced finance and capital markets education through our training program The Candidate 2+ years exposure to private clients within the banking/wealth management industry QFA or working towards QFA preferred A sound knowledge of financial concepts, markets, current events and the market you will service your clients in The ability to connect with and educate a variety of audiences Able to maintain positivity and empathise with clients in good times and bad.
Please contact me to discuss this position in confidence.
Seniority level Mid-Senior level
Employment type Full-time
Job function Consulting, Finance, and Customer Service
Industries Investment Management, Investment Advice, and Capital Markets
#J-18808-Ljbffr
-
Wealth Management Consultant
5 days ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany OverviewAt Walfrid Private, we strive to deliver exceptional wealth management solutions to our clients. Our expertise spans across Ireland, catering to the diverse needs of Company Directors, Business Owners, and Entrepreneurs.Job DescriptionWe are seeking an experienced Financial Advisor to join our team and contribute to our mission of providing...
-
Wealth Management Consultant
6 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeA leading global Private Bank is seeking an experienced Associate Private Banker to support a Senior Private Banker in managing and growing relationships with UHNW clients who are either resident in the EEA or have strong connections to the region, particularly Greece and Cyprus.About the RoleThis is an excellent opportunity to work in a dynamic and...
-
Private Wealth Manager
2 hours ago
Dublin, Dublin City, Ireland TN Ireland Full timeAbout the RoleTN Ireland is seeking an experienced Financial Services Specialist to join our sales team as a Private Client Executive. In this role, you will play a key part in building relationships with high net worth clients and educating them on our portfolio management services.You will work closely with our Investment Counsellors to assess client...
-
Executive Assistant
4 days ago
Dublin, Dublin City, Ireland Davy Full timeJob Overview:An exciting opportunity has arisen for an Administrative Support Specialist to join our Wealth Management division.In this role, you will provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.You will act as the first point of contact for clients, dealing promptly and efficiently with their...
-
Private Banker Executive
6 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeWe are seeking a highly skilled Private Banker to join our team in Europe. The successful candidate will be responsible for managing and growing relationships with UHNW clients, providing access to a range of investment solutions, credit/lending, structured products, wealth advisory, and banking services.Key ResponsibilitiesClient Relationship Management –...
-
Wealth Management Specialist
10 hours 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...
-
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...
-
Wealth Planning Specialist
5 days ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeWe are seeking a skilled Wealth Planning Specialist to join our team at Axiom Consultants. The successful candidate will be responsible for preparing client plans and managing financial planning engagements.Key ResponsibilitiesPrepare client plans, inputting and modelling data in the Voyant system to develop cashflow models and net worth projections.Manage...
-
Wealth Manager
3 days ago
Dublin, Dublin City, Ireland Barden Full timeBarden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.The ambition is for a tenured...
-
Wealth Management Professional
23 hours ago
Dublin, Dublin City, Ireland The Panel Full timeWe are seeking a highly skilled Investment Counsellor to join our team at The Panel. This role offers an excellent chance to work with high-net-worth clients in Spain and develop your skills in investment management.As an Investment Counsellor, you will be responsible for building and maintaining strong relationships with clients, ensuring they receive...
-
Private Wealth Manager
4 days ago
Dublin, Dublin City, Ireland Metis Ireland Full timeAbout the RoleWe are seeking an experienced Private Client Manager to join our team at Metis Ireland. As a key member of our financial planning team, you will be responsible for managing client relationships and providing expert advice on financial planning strategies.Key Skills and QualificationsStrong decision-making and problem-solving skills to analyse...
-
Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland Robert Walters Ireland Full timeRewards are offered for a motivated and results-driven Financial Advisor to join Robert Walters Ireland, a top Wealth Management Company.Salary: 50,000 Euro to 60,000 EuroJob Description:Mission-critical tasks include conducting consultations to understand client aspirations, needs and objectives, and obtaining relevant information from private and public...
-
Private Clients – Tax Manager
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeOn behalf of a leading Asset & Wealth Mgmt firm in Dublin, we are looking to hire a Private Clients - Tax Manager. This position willincorporate the provision of tax and planning advice to high-net-worthindividuals and companies. The successful individual will have an interest indeveloping a career in private client wealth management using their...
-
Private Practice Manager
4 days ago
Dublin, Dublin City, Ireland Beaumont Private Clinic Full timeKey ResponsibilitiesWe are seeking a highly motivated and organized Private Practice Manager to oversee the day-to-day operations of our private clinic. The ideal candidate will have experience in managing clinics, hospitals, or other healthcare settings.The successful candidate will be responsible for ensuring the smooth running of the clinic, including...
-
Business Leader
5 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. Our team specialises in private wealth management and employee benefit consultancy.We have over 30 years' experience advising companies and personal investors, with offices in Dublin, Cork, Limerick, and Galway. Our assets under administration and advice total €14...
-
Private Medical Clinic Manager
4 days ago
Dublin, Dublin City, Ireland Beaumont Private Clinic Full timeAn exciting and interesting opportunity has arisen for the position of Clinic Manager with Beaumont Private Clinic. We are currently seeking an experienced and motivated Manager to oversee the daily operations and ensure the smooth running of the clinic.The ideal candidate must be able to demonstrate a track record of senior decision making, as well as...
-
Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Full timeAt Walfrid Private, we dont just manage wealthwe help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth. As we continue to grow, were looking for experienced...
-
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...
-
Financial Planning Specialist
5 days ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany OverviewWalfrid Private is a Wealth Management firm based in Dublin.We provide tailored financial solutions to Irish Company Directors, Business Owners, and Entrepreneurs, assisting them in reducing costs, taxes, and improving both business and personal financial performance.Role OverviewDue to our continued growth and scale-up, we are seeking...
-
Wealth Management Professional
3 days 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...