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Wealth Manager
17 April 2025
Our client is a leading Wealth Management firm who are looking to hire a Wealth Manager to join their team in Dublin. The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth management services tailored to their clients needs.
Responsibilities of this Wealth Manager Job:
- Take ownership of the full section of investment and planning needs for clients, ensuring the development and implementation of tailored wealth strategies
- Manage and expand and existing client book with a supportive and collaborative environment, leveraging internal resources to maximise opportunities for portfolio enhancement and growth
- Develop long-term client relationships against plan
- Actively pursue new leads and take a proactive role in identifying opportunities for cross-selling the firm’s diverse range of products and services
- Organise, attend and participate in staff and client events both in person and online
Requirements of this Wealth Manager Job:
- A minimum of 7 years experience in Financial Services
- Proven track record or client relationship management and a good knowledge of financial products and the investment markets
- Must be QFA, CFP or registered representative examination/certificate in Stockbroking
- Knowledge of and strong interest in the international investment environment
- Proactive, self-starter with ambition, energy and a drive to succeed in a fast-moving market
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 Wealth Manager job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.