Executive Leader in High Net Worth Client Advisory - Galway - beBeeWealth

    beBeeWealth
    beBeeWealth Galway

    3 days ago

    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:



    • 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.



    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;
    Professional certifications such as QFA / CFP considered valuable additions. Additionally, experience with current software systems can be beneficial but not necessary - we will teach you what you need!

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