Job description
Our client is a leading Financial Services firm who are looking to hire a Wealth Advisor to join their team in Dublin. The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth management services tailored to their clients needs.
Responsibilities
Take ownership of the full section of investment and planning needs for clients, ensuring the development and implementation of tailored wealth strategies Manage and expand an existing client book, leveraging internal resources to maximise opportunities for portfolio enhancement and growth Develop long-term client relationships Actively pursue new leads and take a proactive role in identifying opportunities for cross-selling the firm's range of products and services Organise, attend and participate in staff and client events both in person and online Requirements of this Wealth Advisor Job: A minimum of 5 years experience in Financial Services Proven track record or client relationship management and a good knowledge of financial products and the investment markets Must be QFA and CFP desirable Knowledge of and strong interest in the international investment environment Proactive, self-starter with ambition, energy and a drive to succeed in a fast-moving market This is an excellent opportunity for someone who is looking to continue to develop their career in the Wealth Management space.
For more information on this Wealth Advisor job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.