Private Wealth Adviser
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Job Location:
Salary:
Experience Required:
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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 client-focused 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 high-net-worth clients through exceptional relationship management
- Deliver outcome-based 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 self-driven 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.
Required Skills:
Relationship Management Financial Planning
Required Education:
QFA
Company Industry
IT Services and IT Consulting
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
