Private Wealth Manager

The Company

Our client, a leading financial services firm with offices across the major cities of Ireland, is immediately seeking an experienced wealth manager to join their team and work with their UNW individuals, family offices, and trusts. Full details on € and location are below.

The Job

Client Engagement and Relationship Management:

Build strong relationships with clients, understanding their unique financial needs and goals.
Provide comprehensive financial planning advice, encompassing investments, risk management, and retirement planning.
Drive sales conversions through effective client engagement and product recommendations.
Identify and target key customer segments for growth opportunities.
Streamline sales processes to improve efficiency and shorten sales cycles.

Professional Development:

Actively participate in workshops and training programs to enhance product knowledge, technical skills, and career progression.

The Person

Qualifications:

QFA certification is essential with Certified Financial Planner (CFP) and Cert in Stockbroking preferred (or willing to obtain certification).

Experience:

Minimum 5 years of experience in private client-facing roles.
Proven track record in financial services, including sales and relationship management.

Skills and Attributes:

Strong business development and sales acumen.
Proven ability to effectively sell suitable financial solutions to clients.
Excellent presentation skills for executives and individual contributors.
Exceptional written and verbal communication skills.
Self-motivated, independent thinker with a drive to close deals.
Competitive, collaborative, and results-oriented.

Technical Skills:

Advanced proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
Relevant tertiary education (e.g., finance, business) is advantageous.

The Offer

Full-time permanent job.
Hybrid office based (3 days per week in office) in either Dublin, Galway, or Cork City.
The exact salary will be made commensurate with the amount of relevant experience but as a guide €60k - €90k
Full suite of benefits plus clear achievable bonus.