We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. This position involves managing an established client portfolio while also focusing on growing new business opportunities.

Responsibilities:

Manage and grow an existing portfolio of clients, ensuring a proactive client focused service
Drive new business growth through referrals, self-generated leads, and existing client relationships
Ensure all client records are maintained accurately
Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs
Stay ahead of industry trends, regulatory changes and market developments

Requirements:

Fully QFA qualified
In-depth knowledge of financial regulations, markets and industry practices
Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios
Excellent communication and interpersonal skills
A high level of commercial awareness

For more information on this Financial Advisor Job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.

Wymagane umiejętności

Qualified Financial Advisor (QFA) qualificationClient portfolio managementNew business development and lead generationClient relationship management and client-focused serviceFinancial research and analysisRegulatory knowledge and compliance (financial regulations)Market and industry trend analysisCommunication and interpersonal skillsCommercial awarenessClient recordkeeping and data/CRM managementInvestment recommendation and financial planningProven ability to grow client portfolios

Podobne stanowiska