- To provide holistic planning-led advice and portfolio oversight for high-net-worth clients (typically €1m+), aligned to client objectives and risk profiles.
- To assume responsibility for and grow an inherited client book as part of a structured succession plan.
- To build and convert a high-quality regional pipeline through referrals, events, and professional introducer relationships.
Executive Leader in High Net Worth Client Advisory - Galway - beBeeWealth
Job title: Senior Wealth Executive
Description
Unlock Your Potential as a Senior Wealth Executive
We are seeking an experienced Senior Wealth Executive to join our growing team, focused on delivering high-quality wealth management services in the West of Ireland.
Job Description:
Required Skills & Qualifications:
Growth Requirements:
• Minimum 8 years' experience in Financial Services.
The ability to deliver strong results is critical!
Minimum required qualifications include:
a relevant third-level qualification or equivalent;
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Corporate Tax Manager
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Only for registered members Galway
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Corporate Tax Manager
Only for registered members Galway, County Galway
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Audit Senior
Only for registered members Galway
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Senior Wealth Manager
Only for registered members Galway
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Tax Manager
Only for registered members Galway
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Tax Manager
Only for registered members Galway
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Tax Manager
Only for registered members Galway
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Corporate Tax Advisory Senior Manager
Only for registered members Galway
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Tax Manager
Full time Only for registered members Galway
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General & Commercial Insurance Advisor
Only for registered members Galway, County Galway
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Financial Advisors
Only for registered members Galway
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Tax Partner
Only for registered members Galway, County Galway
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Financial Advisor
Only for registered members Galway
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Senior Practice Accountant
Only for registered members Galway
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Corporate Tax Manager
Only for registered members Galway, County Galway
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Senior Surveyor
Full time Only for registered members Galway
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Tax Manager
Only for registered members Galway, Ireland
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Senior Auditor
Only for registered members Galway, County Galway
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Financial Advisors
Only for registered members Galway, County Galway
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Senior Surveyor
Only for registered members Galway, Ireland