- Play a pivotal role in the firm's 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 clients
- Originate new business through referrals, strategic partnerships and digital campaigns
- Provide compliant advice in accordance with CPC and MiFID II standards
- 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
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Senior Wealth Manager - Dublin - Elevate Partners
Description
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:
For more information on this Senior Wealth Manager job or to discuss in more detail, contact Aoife Stokes at or apply directly below.
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Wealth Manager
Only for registered members Dublin
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Senior Wealth Manager
Only for registered members Dublin, County Dublin
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Senior Wealth Manager
Only for registered members Dublin, County Dublin
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Director Wealth Management
Only for registered members Dublin, County Dublin
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Senior Wealth Manager
Only for registered members Dublin, County Dublin
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Senior Wealth Manager
Only for registered members Dublin, County Dublin
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Wealth Management Operations
Only for registered members Dublin, County Dublin
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Senior Wealth Manager
Only for registered members Dublin
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Wealth Management Sales Manager
Only for registered members Dublin, County Dublin
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Senior Wealth Manager
Only for registered members Dublin
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Senior Wealth Manager
Only for registered members Dublin
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Director Wealth Management
Only for registered members Dublin
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Senior Wealth Manager
Only for registered members Dublin
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Wealth Management Operations
Only for registered members Dublin
-
Wealth Management Sales Manager
Only for registered members Dublin
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Asset & Wealth Management - Manager
Only for registered members Dublin, County Dublin
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Wealth Management Sales Manager
Only for registered members Dublin
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Sales Manager – Wealth Management
Only for registered members Dublin
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Asset & Wealth Management - Manager
Only for registered members Dublin
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Private Clients Wealth Manager
Only for registered members Dublin