Wealth Manager

Company : Elevate Partners

Job Description - Wealth Manager

We are currently working with a leading Private Client Advisory firm who are looking to hire a Wealth Manager to join their team in Dublin.

Responsibilities:

Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
Grow new and existing business across savings, pensions and investment solutions
Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Requirements:

Circa. 5 years experience providing financial advice
QFA essential
A high level of initiative and determination with the ability to identify opportunities within the market
Demonstrable ability to establish and develop excellent wealth management client relationships
Expert level knowledge of financial markets and investment

This is an excellent opportunity for someone looking to continue to progress their career within the wealth management space.

For more information on this Wealth Manager position or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.

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Wealth Manager

Job Description - Wealth Manager

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