Senior Wealth Manager

Dublin - Ireland

Salary: Not Disclosed

Experience Required: 10years

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Wealth Manager to join their team in Dublin. The successful candidate will lead a high-performing team focused on emerging wealth and mass affluent clients.

Responsibilities of this Senior Wealth Manager Job:

Play a pivotal role in the firms leadership team shaping the strategic direction of the team driving initiatives that enhance team performance and client outcomes
Deliver a financial planning led offering that focuses on building long-term client relationships
Manage and develop a client book of 100-150 clients
Originate new business through referrals strategic partnerships and digital campaigns
Provide compliant advice in accordance with CPC and MiFID II standards

Requirements of this Senior Wealth Manager Job:

A minimum of 10 years experience in Financial Services with a proven track record in wealth management and regulated advice
In-depth knowledge of financial products and investment markets
QFA CFP qualified
Adaptable and resilient thriving in dynamic environments and through evolving client needs
Client focused committed to delivering exceptional outcomes and building lasting trust and confidence

For more information on this Senior Wealth Manager job or to discuss in more detail contact Aoife Stokes at or apply directly below.

Required Skills:

Wealth Management QFA Relationship Management

Required Education:

QFA

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Wealth Manager to join their team in Dublin. The successful candidate will lead a high-performing team focused on emerging wealth and mass affluent clients.Responsibilities of this Senior Wealth Manager J...