Senior Wealth Manager

Company : Elevate Partners

Job Description - Senior Wealth Manager

We are working with a leading financial services firm who are looking to add a Senior Wealth Manager to their team in Dublin due to expansion.

Responsibilities of this Senior Wealth Manager Job:

Deliver a financial planning led offering that focuses on building long -term client relationships
Manage and develop a client book of 100+ clients
Originate new business through referrals, strategic partnerships and digital campaigns
Drive innovation and implement scalable solutions to enhance overall client experience
Develop and execute growth strategies

Requirements of this Senior Wealth Manager Job:

Minimum 8 years experience in Financial Services with a track record in Wealth Management
QFA Essential
Excellent communication and relationship building skills
Client -focused, committed to delivering exceptional outcomes
In -depth knowledge of financial products and investment markets

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

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Senior Wealth Manager

Job Description - Senior Wealth Manager

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