drjobs Private Wealth Adviser

Private Wealth Adviser

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Jobs by Experience drjobs

4-5years

Job Location drjobs

Dublin - Ireland

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

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 clientfocused 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 highnetworth clients through exceptional relationship management
  • Deliver outcomebased 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 selfdriven 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 or apply directly below.


QFA

Education

QFA Undergraduate Degree

Employment Type

Full Time

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.