Head of Team – Wealth Management | Wealth Management

  • Posted 2019-07-11
  • Dublin, Ireland
  • Wealth Management
  • Full time

Our client, a leading international Wealth Management firm are currently looking to appoint a senior candidate to head up a key client team. The successful individual will have responsibility for the development of existing client relationships, client retention, and origination of new business.

The role:

  • Leadership and management of a team of Relationship Managers and Investment Advisors 
  • Source and develop long term relationships in line with the firm’s strategy  
  • Secure opportunities and lead presentations to both existing and potential clients
  • Develop a client management, development and marketing strategy


The requirements:

  • Relevant professional qualification, e.g. ACA, CFA, CTA
  • Minimum 10 years’ experience dealing with clients in the Investment & Wealth management space with a strong knowledge of investment markets 
  • A proven track record in attracting and managing networks of HNW clients and 3rd party distributors
  • Strong presentation & communication skills, radio TV and print experience advantageous
  • Experience building, training a team and ensuring the CRM function is managed in line with company strategy


For more information on the above position and to discuss the package on offer please contact Kevin Menton, in confidence on 01-563-2330 or by mail at kmenton@elevatepartners.ie