Find a Job

Senior Wealth Manager (Munster)

REF J47897
Location: Dublin City
Employment Type: Permanent
Salary: Negotiable

Our client, a leading wealth manager, is currently seeking a Senior Wealth Manager based in Munster. The ideal candidate will play a key role in the growth in the firm’s assets under management in that region.
The Job:
• Provide investment advice, financial planning, pension advice & estate planning to clients
• Active new business development
• Managing existing HNW clients and establishing new client relationships
• Day to day management of client accounts
• Provision of professional wealth management services to clients
• Attending client meetings & organising investment forums
• Help train and develop other members of the team
The Candidate:
• Degree in business, finance or economics
• Relevant professional qualification (QFA, CFP, etc)
• Min 10 years’ direct experience within wealth management or advisory
• Strong track record of building and growing a client base
• Extensive knowledge of financial planning, pensions & investments
• Superior communicator, with advanced presentation skills
• Track record in client service with challenging business development targets
If interested, please email Alan Bluett for more details or to arrange a confidential chat.

Interested in this position?

Speak with Alan Bluett about this role today.