We are currently working with a leading Wealth Management firm who are looking to hire a Private Wealth Adviser to join their team in Dublin.

Responsibilities:

Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
Grow new and exisiting business across savings, pensions and investment solutions
Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Requirements:

Circa. 5 years experience providing financial advice
QFA essential
A high level of initiative and deteremination with the ability to identify opportunities within the market
Demonstrable ability to establish and develop excellent wealth management client relationships
Expert level knowledge of financial markets and investment

This is an excellent opportunity for someone looking to continue to progress their career within the wealth management space.

For more information on this Private Wealth Adviser position or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.

Habilidades requeridas

QFA qualificationProviding clear, compliant financial adviceFinancial planning and developing tailored client plansInvestment and financial markets knowledgeSavings and pensions product knowledgeClient relationship management and developmentBusiness development and growing new/existing client businessRegulatory compliance and adherence to financial regulationsDirecting and managing others (team leadership)Complex process coordination / case management to deliver client adviceIdentifying market opportunities and sales initiativeCommunication and interpersonal skills for advising clients

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