Private Wealth Adviser

Company : Elevate Partners

Job Description - Private Wealth Adviser

Our client is a leading Wealth Management firm who are looking to hire a Private Wealth Adviser to join their team in Dublin. The successful candidate will join a collaborative, client -focused environment, manage existing client relationships and drive new business growth.

Responsibilities of this Private Wealth Adviser Job:

Provide holistic wealth management advice across retirement planning, investments and protection
Manage and grow a portfolio of high -net -worth clients through exceptional relationship management
Deliver outcome -based financial plans tailored to individual client needs
Generate new business through referrals and proactive networking
Collaborate with internal specialists to deliver a seamless client experience

Requirements of this Private Wealth Adviser Job:

QFA qualified (CFP highly regarded or in progress)
Track record of delivering personal financial advice to private/HNW clients
Strong commercial acumen and interpersonal skills
Deep knowledge of the Irish financial services landscape
A proactive, self -driven approach and a genuine passion for client outcomes

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 Private Wealth Adviser job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.

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Private Wealth Adviser

Job Description - Private Wealth Adviser

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