Private Wealth Adviser

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.