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Senior Wealth Management Advisor

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Top Asset Management Company is looking for a Senior Wealth Management Advisor to join this growing Company. Non banking and Insurance experience would be ideal

Senior Wealth Management Advisor

Salary – 80,000 Euro to 90,000 Euro

Responsibilities:

  • Responsible for management of the investment and planning needs of our clients.
  • A proven ability to take over management of an existing client book and grow it in a supported environment.
  • Build and foster key relationships with clients or our partners' in relation to client propositions and investment planning.
  • Develop long term client relationships against plan.
  • Proactively pursue leads and manage the cross-sell of the Company products and service.
  • Expert in making decisions and considering the broader and long-term goals and implication for the benefit of our clients and our business.
  • Organise, attend and participate in staff and client events both in person and online
  • Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline.
  • Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios.
  • Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments.

Qualifications And Experience:

  • A minimum of 7 years’ experience in Financial Services
  • Proven track record of client relationship management and investment portfolio management
  • Must be QFA, CFP or Registered Representative Examination/Certificate in Stockbroking
  • A Masters/Primary degree or relevant professional qualifications

If you are interested in this role, please contact me on darragh.oboyle@robertwalters.com or 0858154571

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Financial Services

Salary: €80,000 - €90,000 per annum

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Dublin City Centre

Job Reference: A9W61E-5CC76B5F

Date posted: 24 January 2025

Consultant: Darragh O'Boyle

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